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 Salesforce to automatically update quotes associated with an Opportunity Use the decision element to check the quote status Define criteria so specific records
Tag: Process Builder action
Adding a Time-dependent Action to Record-Triggered Flow
Big Idea or Enduring Question: How do you schedule a time-based action using Salesforce Flow? Objectives: After reading this blog, you’ll be able to: Understand the basics of scheduling an action using Salesforce Flow Add a Scheduled Paths action in After-save Record-Triggered Flow Learn how to automate the flow which requires users
Automatically Clone a Record if it Meets Certain Criteria
How to use Salesforce Flow to automate business scenarios that involve cloning an existing record.
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 Understand how email-to-case works Create a flow that fires on the customer’s response to an email-to-case Use decision
Auto Forward Records to a Connection Using Salesforce Flow
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
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