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
Tag: Process Builder rakesh
Getting Started with Process Builder – Part 79 (Auto Remove Managed Package License from a Deactivated User!)
Process Builder in Salesforce is a fantastic way to automate various business processes. It allows you to create a process based on certain criteria that you set. Process Builder can do many things – Create a record, Update records, Post to Chatter, Send an email, etc. A few years back –
Getting Started with Process Builder – Part 71 (Set Your Productivity on Steroids by Creating Reusable Processes!)
Process Builder is one of the most used declarative tools to automate business processes in Salesforce. Most of us usually create a new process for each requirement. That not only is not a best practice but, for the long run, it is highly unproductive and unsustainable approach to managing process
Getting Started with Process Builder – Part 70 (Bypass Process for a Specific User or Profile)
Big Idea or Enduring Question: How can you bypass a Flow or Process Builder for a specific user tor profile? Until now, we have created many processes using Process Builder. It is an easy and fun experience to create processes. These processes will execute as soon as they meet the
Getting Started with Process Builder – Part 69 (Auto Create a Case From Keyword Word Used in Chatter)
What is a Custom Metadata Type? Why should one use it? How should one use it? And, last but not least, how is Custom Metadata Type related to, or different than, Custom Object? Well, let us explore these concepts together! Custom Metadata Type is similar to a custom object –
[Introducing My New Book] Learning Salesforce Visual Workflow – Second Edition
I am pleased to announce the release of Learning Salesforce Visual Workflow and Process Builder – Second Edition. This is a second book I have published this year. I am grateful to all my supporters and critics for their constructive feedback. Thank you so very much! Salesforce Management System is an information
Getting Started with Process Builder – Part 68 (Deploy Flow(s) or Process(es) Using MavensMate)
Big Idea or Enduring Question: How do you deploy Flows or Processes using MavensMate? Objectives: After reading this blog post, the reader will be able to: Understand how to use MavensMate to deploy flows Understand how to use MavensMate to deploy processes Deploy components to any org using MavensMate Business Use Case Pamela