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

Read More

Getting Started with Process Builder – Part 43 (Auto Assign Package License to New Users)

Big Idea or Enduring Question: How can you automatically assign a managed package license to new users?  Objectives: This blog post will help us to understand the following Launch a Flow from Process Builder Use Flow and Process Builder to automatically add a package license to the new users Business

Read More

Getting Started with Process Builder – Part 42 (Auto Remove a Record From Chatter Groups)

Big Idea or Enduring Question: How do you automatically remove records from the Chatter Groups? Salesforce allows you to add a record to Chatter Groups, which means you can now collaborate and discuss the records as a team in the group. You can only add Account, Contact, Contract, Campaign, Case,

Read More

Getting Started with Process Builder – Part 41 (Email Notification on Topic Assignment)

Big Idea or Enduring Question: How can you notify the topic owner for the Topic Assignment?  Objectives: This blog post will help us to understand the following Launch a Flow from Process Builder Use Flow to send a custom email alert Create an email template in Flow Use Flow and

Read More

Getting Started with Process Builder – Part 40 (Adding a Line Break in Process Builder Formula)

Big Idea or Enduring Question: There is a formula function called BR() that allows us to insert a line break into text formula expressions or string of text, As shown in the following screenshot: The expected result in the formula field is: LastName FirstName But you will get the actual

Read More

Getting Started with Process Builder – Part 39 (Auto Assign a Topic to a Record)

Big Idea or Enduring Question: How can you automatically add topic(s) to a record? Objectives: This blog post will help us to understand the following Launch a Flow from Process Builder Use Flow and Process Builder to automatically add topics to a record  Business Use case Pamela Kline is working

Read More