As a part of the new user onboarding process, the organization allows its users to fill in a few details on the user detail page (Or some other object) like Date of birth, etc. As these are the key fields related to their employee insurance policies, the organization doesn‘t want
Tag: Lightning Process builder
Getting Started with Process Builder – Part 40 (Adding a Line Break in Process Builder Formula)
Big Idea or Enduring Question: There is a formula function called BR() that allows us to insert a line break into text formula expressions or string of text, As shown in the following screenshot: The expected result in the formula field is: LastName FirstName But you will get the actual
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 Opportunity 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
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
Getting Started with Process Builder – Part 16 (Creating Custom Record Sharing Logic)
👉 To understand how to solve the same business use case using Salesforce Flow. Check out this article Getting Started with Salesforce Flow – Part 70 (Creating Custom Record Sharing Logic). Big Idea or Enduring Question: Sharing records automatically without sharing rules or role hierarchy Using Apex Managed Sharing declaratively