Getting Started with Process Builder – Part 12 (Implement Gamification to Your Salesforce)

Big Idea or Enduring Question: How can I use gamification in Salesforce to drive sales?  What are the ways to automate the gamification? Objectives: After reading this blog post, the reader will be able to: Create a flow that will automatically post a badge Trigger a Flow via Process Builder

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Getting Started with Process Builder – Part 11 (Mass Delete Paused and Waiting Interviews)

Big Idea or Enduring Question: In this article Getting Started with Process Builder – Part 2 (Time-dependent actions), I had discussed how to add a Time-based action into a Process. I also discussed a way to check the Paused and Waiting Interviews in the Flow and Process Builder, by navigating

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Getting Started with Process Builder – Part 10 (Auto forward Records to a Connection)

To understand how to solve the same business use case using Salesforce Flow. Check out this article Getting Started with Salesforce Flow – Part 78 (Auto Forward Records to a Connection). Big Idea or Enduring Question: Salesforce-to-Salesforce is a natively supported feature of the Salesforce Platform and easily enables two

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Getting Started with Process Builder – Part 8 (Auto Sync Accepted Quote with Opportunity)

To understand how to solve the same business use case using Salesforce Flow. Check out this article Getting Started with Salesforce Flow – Part 22 (Auto Sync Accepted Quote with Opportunity). Big Idea or Enduring Question: How do you automatically sync Accepted quotes with their respective Opportunity? In this article

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Getting Started with Process Builder – Part 7 (Auto Create and Activate a Contract )

Big Idea or Enduring Question: How do you create and activate a contract using Process Builder? Objectives: After reading this blog, you’ll be able to:  Learn how to create a contract using Process Builder Learn how to auto-activate a contract Business Use case Tamara McCleary is working as a System

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