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
Tag: Process Builder action
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
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
Getting Started with Process Builder – Part 9 (Auto Revenue Splitting in Opportunities)
How do you automatically split revenue using Lightning Flow or Process Builder?
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
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
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