Getting Started with Process Builder – Part 53 (Field History Tracking for Multi-Select Picklist)

To understand how to solve the same business use case using Salesforce Flow. Check out this article Getting Started with Salesforce Flow – Part 33 (Prior Value of a Record in Record-Triggered Flows). Big Idea or Enduring Question: How do you track what has been changed on a Multi-Select picklist?  Tracking field

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Getting Started with Process Builder – Part 51 (Auto Invite Customers to a Chatter Group)

Big Idea or Enduring Question: How can you automatically invite customers to a Chatter Group?  Objectives: This blog post will help us to understand the following Create a Process Builder and Flow to auto-invite customers to a chatter group.  Understand how to use Flow to create records Business Use Case

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Getting Started with Process Builder – Part 49 (Running Lead Assignment Rules From Process Builder)

To understand how to solve the same business use case using Salesforce Flow. Check out this article Getting Started with Salesforce Flow – Part 77 (Running Lead Assignment Rules From Salesforce Flow). Big Idea or Enduring Question: How do you run the lead assignment rule from the process builder?  Lead

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Getting Started with Process Builder – Part 48 (Conditionally Make a Field Read-only or Editable)

As a part of the new user onboarding process, the organization allows its users to fill in a few details on the user detail page (Or some other object) like Date of birth, etc. As these are the key fields related to their employee insurance policies, the organization doesn‘t want

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Getting Started with Process Builder – Part 47 (@Mention a Related User In a Post to Chatter Action)

Big Idea or Enduring Question: How do you @mentioned related users in a Post to Chatter process builder action?  Objectives: This blog post will help us to understand the following How to use the post to chatter action in Process Builder How to @mention the related user in a chatter

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