Lightning Process builder Archives

Getting Started with Salesforce Flow – Part 65 (Auto Follow Records Based on Criteria)

June 15, 2021June 16, 20218 min read Rakesh Gupta

Big Idea or Enduring Question: How can users automatically follow records when the records meet specific criteria? Within Salesforce, users can Follow and Unfollow records by clicking on the Follow icon on the record’s Detail page. If you want to automate the Follow/Unfollow process based on some criteria, then you

Salesforce Flow

Getting Started with Salesforce Flow – Part 43 (Dynamic Approval Routing in Salesforce)

January 2, 2021January 7, 20218 min read Rakesh Gupta

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,

Chatter Process Builder Sales cloud Salesforce Flow

Getting Started with Process Builder – Part 12 (Implement Gamification to Your Salesforce)

December 21, 2020January 31, 202110 min read Rakesh Gupta

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

Apex Process Builder Sales cloud Salesforce Flow

Getting Started with Salesforce Flow – Part 44 (Auto Convert Marketing Qualified Leads)

December 1, 2020January 4, 20215 min read Rakesh Gupta

Big Idea or Enduring Question: How do you set automation to auto-convert marketing qualified leads? When there is a chance of further negotiations with a lead, it can be converted into an account, contact, optionally an opportunity. In short, once the lead status has reached a certain stage, it can

Process Builder Salesforce Flow User Management

Getting Started with Process Builder – Part 22 (Discover How to Auto Populate Delegated Approver Field on a New User Record!)

November 27, 2020December 9, 20206 min read Rakesh Gupta

How to Auto Populate Delegated Approver Field on a New User Record

Chatter Process Builder Salesforce Flow

Getting Started with Salesforce Flow – Part 42 (Running a Flow in System Mode)

November 21, 2020January 20, 20217 min read Rakesh Gupta

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