Getting Started with Process Builder – Part 55 (Post to Chatter Feed of Related Record)

To understand how to solve the same business use case using Salesforce Flow. Check out this article Getting Started with Salesforce Flow – Part 34 (Post Opportunity Details to a Chatter Group). Big Idea or Enduring Question: How can you automatically post a message to the Chatter feed of related records? Chatter

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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 Process Builder – Part 37 (Auto Add Opportunity Team Member to Opportunity Follower)

Big Idea or Enduring Question: How can you automatically add Opportunity Team Members to a follower on an Opportunity? Objectives: This blog post will help us to understand the following Launch a Flow from Process Builder Use Flow and Process Builder to automatically create an Opportunity Follower when adding an

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Getting Started with Process Builder – Part 18 (Auto Creates a Private Chatter Group )

Big Idea or Enduring Question: How do you auto-create a chatter group using Process Builder? Objectives: This blog post will help us to understand the following Understanding Quick actions How to use the quick action in Process Builder Business Use case Warren Mason is working as a System administrator at

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Getting Started with Process Builder – Part 17 (Auto Delete System Generated Chatter Post)

Big Idea or Enduring Question: How do you delete system generated Chatter posts? Objectives: After reading this blog post, the reader will be able to: Create an Auto-Launched flow to delete records Launch a Flow using Process Builder to auto-delete Chatter Posts Business Use case Warren Mason is working as

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