Big Idea or Enduring Question: How do you set up dynamic approval routing? In Salesforce, a user can use an Approval process to get approval from managers or higher authority. Approval processes route a record to one or more approvers, specifying the steps necessary for a record to be approved,
Tag: Flow and PB examples
Getting Started with Process Builder – Part 12 (Implement Gamification to Your Salesforce)
Big Idea or Enduring Question: How can I use gamification in Salesforce to drive sales? What are the ways to automate the gamification? Objectives: After reading this blog post, the reader will be able to: Create a flow that will automatically post a badge Trigger a Flow via Process Builder
Getting Started with Process Builder – Part 22 (Discover How to Auto Populate Delegated Approver Field on a New User Record!)
How to Auto Populate Delegated Approver Field on a New User Record
Getting Started with Salesforce Flow – Part 42 (Running a Flow in System Mode)
Big Idea or Enduring Question: How do you run a Lightning Flow in system mode? Objectives: This blog post will help us to understand the following Difference between user mode vs system mode? How to create a flow that runs in the system mode Business Use case Vigne Kozacek is
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
Getting Started with Process Builder – Part 34 (Auto Delete Posts Generated From Quick Actions)
Big Idea or Enduring Question: How do you automatically delete posts generated from quick actions? A few months back, I had written an article Getting Started with Process Builder – Part 17 (Auto Delete System Generated Chatter Post) to discuss a way through which, we can auto-delete system generated Chatter posts. This
Getting Started with Process Builder – Part 30 (Auto-generate Renewal Opportunity With Line Items)
Big Idea or Enduring Question: How do you automatically create a new opportunity by cloning an existing opportunity with line items? Opportunities are the sales and pending deals that you want to track. By adding opportunities, we are building a pipeline, which contributes to sales forecasts. Products are a catalog