Docomotion – Reap the Benefits of Automated Document Generation

Note.:- Today, I am going to review Docomotion – Interactive Salesforce Document Generation. Let’s start with an example, a quote can now be sent digitally to customers, and they can sign with an e-signature. The basic idea behind automation is to handle day-to-day processes and operations more efficiently, more accurately and

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Getting Started with Process Builder – Part 54 (Update the Case Status Through Email-to-Case Response)

Big Idea or Enduring Question: How can you automatically update the case status when receives a response from customers via Email-to-Case? Objectives: This blog post will help us to understand the following Create a Process Builder which fires on customer’s response to an email-to-case  Understand how email-to-case works  Business Use

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

To understand how to solve the same business use case using Salesforce Flow. Check out this article Getting Started with Salesforce Flow – Part 78 (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

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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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Getting Started with Process Builder – Part 7 (Auto Create and Activate a Contract )

Big Idea or Enduring Question: How do you create and activate a contract using Process Builder? Objectives: After reading this blog, you’ll be able to:  Learn how to create a contract using Process Builder Learn how to auto-activate a contract Business Use case Tamara McCleary is working as a System

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Getting Started with Process Builder – Part 6 (Update Related Quotes to Denied Except for the One That Was Accepted)

Big Idea or Enduring Question: How do I use automation to update an objects’ other related records? Objectives: After reading this blog, you’ll be able to:  Use Process Builder to automatically update quotes associated with an Opportunity Define criteria so specific records receive specific updates Business Use case Tamara McCleary

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