Getting Started with Process Builder – Part 33 (Call Apex Class from a Process )

Big Idea or Enduring Question: How can you automatically delete unaccepted Quotes using Process Builder? Objectives: After reading this blog post, the reader will be able to: Understand @InvocableMethod Annotation How to call an Apex method using Process Builder Business Use case Steven Greene is working as a System administrator

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Getting Started with Process Builder – Part 32 (Define Additional Conditions When Updating Records)

Big Idea or Enduring Question: How can I use automation to update other quotes related to a single opportunity? Objectives: Define criteria so specific records receive specific updates Use process builder to update other records related to an Opportunity Business Use case Steven Greene is working as a System administrator

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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

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Getting Started with Process Builder – Part 29 (Auto Remove Followers From Questions With Best Replies)

To understand how to solve a similar business use case using Salesforce Flow. Check out this article Getting Started with Salesforce Flow – Part 37 (Auto Remove Followers From Closed Opportunity). Big Idea or Enduring Question: How do you automatically remove followers from Questions with the best replies? Chatter Answers is a

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Getting Started with Process Builder – Part 26 (Custom Email Notification for Completed Tasks)

Big Idea or Enduring Question: How do you send custom email notifications for the completed tasks to the Assignor? Objectives: After reading this blog post, the reader will be able to: Create a Process Builder and Flow to send custom email notifications for the completed tasks to the assignor Create

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