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

Read More

Getting Started with Salesforce Flow – Part 12 (What? Use Lookup Field into a Flow Screen Element?!!)

Salesforce Flow allows us to automate business processes by building applications, known as Flows. Using Flows, a user can collect information; or, they can update, edit, or create records in Salesforce. Furthermore, Flows can execute logic, interact with the Salesforce database, call Apex classes, Platform Events, and guide users through various screens to streamline the process of

Read More

Getting Started with Salesforce Flow – Part 11 (Count Number of records in a Record Collection Variable)

Salesforce Flow allows us to automate business processes by building applications, known as Flows. Using Flows, a user can collect information; or, they can update, edit, or create records in Salesforce. Furthermore, Flows can execute logic, interact with the Salesforce database, call Apex classes, Platform Events, and guide users through various screens to streamline the process of

Read More

Getting Started with Process Builder – Part 90 (Skyrocket Your Productivity by Leveraging the Power of Chatter Automation!)

Chatter Group is one of the best ways to boost collaboration in your organization. A Chatter group represents a group of users – one can add unlimited members to a Chatter Group but, a user can join a maximum of 300 groups; and, your company can have a total of 30,000 groups. Chatter

Read More

Getting Started with Process Builder – Part 88 (Learn How to Designate a Recipient to Receive Error Emails – for Flow And Process!)

Process Builder is one of the most powerful tools provided by Salesforce to implement business requirements declaratively. Process Builder helps businesses to save time, as well as money, by implementing solutions quickly. In theory, implementation of Process Builder is straightforward – you create a Process; test it; and then, use Change Set to deploy it

Read More

Getting Started with Process Builder – Part 87 (Untangling the Perplexing Filter Logic of ‘Updating Records Action’!)

Check out my previous articles:  Getting Started with Process Builder – Part 84 (Ever Needed to Select Multiple Picklist Values in Process Builder? How About via a Single Condition?!) Getting Started with Process Builder – Part 85 (Leveraging Versatility of Rule Criteria – a Deeper Dive!) Getting Started with Process

Read More

1 2 3 8