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

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Getting Started with Salesforce Flow – Part 7 (Launch a Flow using Lightning App)

The series of articles on the Salesforce Flow is to discuss the basic concepts and to show the power of Flow. Salesforce Flow allows you to automate business processes by building applications, known as Flows, that collect, update, edit, and create Salesforce information, and then make those flows available to the right users

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Getting Started with Process Builder – Part 38 (Automatically Create Cases from Unresolved Questions)

Big Idea or Enduring Question: As your community grows, organizations have to ensure that customers get quick answers to their questions. Question-to-Case allows moderators to escalate unresolved questions to cases from the question detail page. You can automate this escalation process using Process Builder or Lightning Flow, For example:  Create

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Getting Started with Process Builder – Part 15 (An Introduction to Version Control)

Big Idea or Enduring Question: What happens when the business requirements for a Process Builder change after it’s already activated and in use? Objectives: After reading this article, you’ll be able to: Modify an existing Process Builder to reflect new requirements Business Use case Tamara McCleary works as a System

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