One of the most asked questions on the Success Community are: I am a novice, what is the best way to learn Salesforce? Where should I start? What resources are available to me? What type of career prospects are there in Salesforce? Since past few months, I have been pondering
Tag: Platform App Builder
Getting Started with Process Builder – Part 49 (Running Lead Assignment Rules From Process Builder)
To understand how to solve the same business use case using Salesforce Flow. Check out this article Getting Started with Salesforce Flow – Part 77 (Running Lead Assignment Rules From Salesforce Flow). Big Idea or Enduring Question: How do you run the lead assignment rule from the process builder? Lead
Getting Started with Process Builder – Part 48 (Conditionally Make a Field Read-only or Editable)
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
Send an HTML Email from Flow
Ever you want to use existing Salesforce HTML email templates to send an email from Salesforce Flow and don‘t know how to do it if the answer is yes then this article is for you. Salesforce allows you to use HTML email templates to create professional high-impact emails. It also allows
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
Launch a Flow Using Lightning App
The series of articles on the Salesforce Flow is to discuss the basic concepts and to show the power of Flow. Salesforce Flow allows you to automate business processes by building applications, known as Flows, that collect, update, edit, and create Salesforce information, and then make those flows available to the right users