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

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Getting Started with Process Builder – Part 16 (Creating Custom Record Sharing Logic)

Big Idea or Enduring Question: Sharing records automatically without sharing rules or role hierarchy Using Apex Managed Sharing declaratively Objectives: After reading this blog post, the reader will be able to: Create declarative automation to automatically share a record Share a record without sharing rules or role hierarchy Start a

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Getting Started with Process Builder – Part 13 (Auto Post a Message to Chatter When an Event is Created)

Big Idea or Enduring Question: How do you automatically Post a message to Chatter Group message when a user creates an event? In Salesforce, Chatter Group represents the group of people. It’s a great way to boost collaboration in your organization. You can add unlimited members into a Chatter Group,

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Getting Started with Process Builder – Part 11 (Mass Delete Paused and Waiting Interviews)

Big Idea or Enduring Question: In this article Getting Started with Process Builder – Part 2 (Time-dependent actions), I had discussed how to add a Time-based action into a Process. I also discussed a way to check the Paused and Waiting Interviews in the Flow and Process Builder, by navigating

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Getting Started with Process Builder – Part 10 (Auto forward Records to a Connection)

Big Idea or Enduring Question: Salesforce-to-Salesforce is a natively supported feature of the Salesforce Platform and easily enables two dealing partners to share relevant data records in real-time. It allows you to share records with your business partners that use Salesforce and get real-time updates on the shared data. For

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Getting Started with Process Builder – Part 8 (Auto Sync Accepted Quote with Opportunity)

To understand how to solve the same business use case using Salesforce Flow. Check out this article Getting Started with Salesforce Flow – Part 22 (Auto Sync Accepted Quote with Opportunity). Big Idea or Enduring Question: How do you automatically sync Accepted quotes with their respective Opportunity? In this article

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