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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Getting Started with Process Builder – Part 6 (Update Related Quotes to Denied Except for the One That Was Accepted)

Big Idea or Enduring Question: How do I use automation to update an objects’ other related records? Objectives: After reading this blog, you’ll be able to:  Use Process Builder to automatically update quotes associated with an Opportunity Define criteria so specific records receive specific updates Business Use case Tamara McCleary

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Getting Started with Process Builder – Part 5 (Keep Case Owner in Sync with Asset Owner)

To understand how to solve the same business use case using Salesforce Flow. Check out this article Getting Started with Salesforce Flow – Part 23 (Want the Case Owner to be the Same as Asset Owner? Here is how you can!). Big Idea or Enduring Question:  Use multiple types of functionality

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Various ways to setup email notification for Chatter Answers

Chatter Answers is a self-service and support community where users can post questions, receive answers and comments from other users or your support agents. Chatter Answers bring together Cases, Questions, Answers, and Knowledge article in a unified experience. In this article I will discuss various ways to setup email notifications for

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