Getting Started with Process Builder – Part 54 (Update the Case Status Through Email-to-Case Response)

Big Idea or Enduring Question: How can you automatically update the case status when receives a response from customers via Email-to-Case? Objectives: This blog post will help us to understand the following Create a Process Builder which fires on customer’s response to an email-to-case  Understand how email-to-case works  Business Use

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Getting Started with Salesforce Flow – Part 13 (Hide Date Picker and apply Font-family)

This is a continuation of my article Lightning Flow tips and tricks, In that, I had discussed various tips and tricks related to Flow. This article goes a step ahead and explains, how to hide a date picker and how you can apply different font-family to your Flow elements. Let’s start with a

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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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