Getting Started with Process Builder – Part 72 (Execute Actions on More Than One Criteria)

Till date, we have created many processes to fulfill business requirements. I have created 100+ processes just for my blog posts! Process Builder is a very powerful tool to declaratively implement business requirements. It helps businesses to save time, as well as money, by implementing solutions quickly. The best part

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Getting Started with Process Builder – Part 71 (Set Your Productivity on Steroids by Creating Reusable Processes!)

Process Builder is one of the most used declarative tools to automate business processes in Salesforce. Most of us usually create a new process for each requirement. That not only is not a best practice but, for the long run, it is highly unproductive and unsustainable approach to managing process

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Getting Started with Process Builder – Part 70 (Bypass Process for a Specific User or Profile)

Big Idea or Enduring Question: How can you bypass a Flow or Process Builder for a specific user tor profile?  Until now, we have created many processes using Process Builder. It is an easy and fun experience to create processes. These processes will execute as soon as they meet the

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[Introducing My New Book] Learning Salesforce Visual Workflow – Second Edition

I am pleased to announce the release of Learning Salesforce Visual Workflow and Process Builder – Second Edition. This is a second book I have published this year. I am grateful to all my supporters and critics for their constructive feedback. Thank you so very much! Salesforce Management System is an information

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Getting Started with Process Builder – Part 67 (How to fix MALFORMED_ID error)

I want to thank, each reader, and followers of automationchampion.com, for their support and feedback(s). Some of you requested me to write a blog post to explain (1) MALFORMED_ID Error; and, (2) how to solve it.  I have and will continue to, try my best to incorporate suggested topics, from readers and

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Getting Started with Process Builder – Part 66 (How to fix FIELD_INTEGRITY_EXCEPTION error)

Process Builder is a way of automating business processes. It is an upgraded version of the Workflow Rule. Whenever a user creates a process, the system automatically creates a Visual Workflow – and a Flow Trigger (which is now deprecated) – to call the Flow. Creation of the Flow happens behind the scenes; and

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