Advertisements Big Idea or Enduring Question: How can I use automation to update open opportunities related to an account? Objectives: Use the decision element to check the account’s current status Define criteria so specific records receive specific updates Use record-triggered flow to update other records related to an account Business
Tag: Process Builder examples
Bypass Salesforce Flow for a Specific User or Profile
Advertisements Big Idea or Enduring Question: How can you bypass a Salesforce Flow for a specific user or profile? Until now, we have created many flows using Salesforce Flow. It is an easy and fun experience to create flows. These flows will execute as soon as they meet the criteria.
Update the Case Status Through Email-to-Case Response
Advertisements 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
Auto Remove Managed Package License from a Deactivated User!
Advertisements Salesforce Flow is a fantastic way to automate various business processes. It allows you to create a flow based on certain criteria that you set. Salesforce flow can do many things – Create a record, Update records, Post to Chatter, Send an email, etc. A few years back – in September
Auto Assign Package License to New Users
Advertisements Big Idea or Enduring Question: How can you automatically assign a managed package license to new users? Objectives: After reading this blog post, the reader will be able to: Use Flow to automatically add a package license to new users Use get records element to avoid hard code of
Automatically Add Partner User to Public Group
Advertisements Big Idea or Enduring Question: How do you automatically add partner users to a public group? This is a continuation of my last article Getting Started with Process Builder – Part 56 (Auto Create a Public Group for new Account). In my previous article, I had discussed a use case, whenever
Custom Email Notification for Completed Tasks
Advertisements Big Idea or Enduring Question: How do you send custom email notifications for the completed tasks to the Assignor? Objectives: After reading this blog post, the reader will be able to: Create a record-triggered Flow to send custom email notifications for the completed tasks to the assignor Create an
Auto Invite Customers to a Chatter Group
Advertisements Big Idea or Enduring Question: How can you automatically invite customers to a Chatter Group? Objectives: This blog post will help us to understand the following Create a Flow to auto-invite customers to a chatter group. Use get element to avoid hard code of Id Understand how to use