Big Idea or Enduring Question: How your users can 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
Tag: Lightning Process builder
Getting Started with Salesforce Flow – Part 43 (Dynamic Approval Routing in Salesforce)
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,
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 Salesforce Flow – Part 44 (Auto Convert Marketing Qualified Leads)
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
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
Salesforce Spring20 release quick summary
Salesforce Winter20 release quick summary