Getting Started with Process Builder – Part 11 (Mass Delete Paused and Waiting Interviews)

Big Idea or Enduring Question: In this article Getting Started with Process Builder – Part 2 (Time-dependent actions), I had discussed how to add a Time-based action into a Process. I also discussed a way to check the Paused and Waiting Interviews in the Flow and Process Builder, by navigating

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Getting Started with Process Builder – Part 10 (Auto forward Records to a Connection)

Big Idea or Enduring Question: Salesforce-to-Salesforce is a natively supported feature of the Salesforce Platform and easily enables two dealing partners to share relevant data records in real-time. It allows you to share records with your business partners that use Salesforce and get real-time updates on the shared data. For

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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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