Getting Started with Salesforce Flow – Part 43 (Dynamic Approval Routing in Salesforce)

Big Idea or Enduring Question: How do you set up dynamic approval routing? In Salesforce, a user can use an Approval process to get approval from managers or higher authority. Approval processes route a record to one or more approvers, specifying the steps necessary for a record to be approved,

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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 Salesforce Flow – Part 44 (Auto Convert Marketing Qualified Leads)

Big Idea or Enduring Question: How do you set automation to auto-convert marketing qualified leads?  When there is a chance of further negotiations with a lead, it can be converted into an account, contact, optionally an opportunity. In short, once the lead status has reached a certain stage, it can

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Getting Started with Process Builder – Part 87 (Untangling the Perplexing Filter Logic of ‘Updating Records Action’!)

Check out my previous articles:  Getting Started with Process Builder – Part 84 (Ever Needed to Select Multiple Picklist Values in Process Builder? How About via a Single Condition?!) Getting Started with Process Builder – Part 85 (Leveraging Versatility of Rule Criteria – a Deeper Dive!) Getting Started with Process

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Getting Started with Process Builder – Part 86 (What? Create a Process with No Action? Really?)

Process Builder is one of the most powerful tools provided by Salesforce to implement business requirements declaratively. Process Builder helps businesses to save time, as well as money, by implementing solutions quickly. Implementation of Process Builder is straightforward – you create a Process; tests it; and then, use Change Set to

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