Getting Started with Salesforce Flow – Part 75 (Deploy Flow(s) or Process(es) Using Workbench)

Big Idea or Enduring Question: How do you deploy Flows or Processes using Workbench?   Objectives: After reading this blog post, the reader will be able to: Understand how to use Workbench retrieve change set Understand how to use Workbench to deploy flows Understand how to use Workbench to deploy processes Deploy components to any

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Getting Started with Salesforce Flow – Part 74 (Deploy Flow(s) or Process(es) Using the Visual Studio Code)

Big Idea or Enduring Question: How do you deploy Flows or Processes using the Visual Studio Code?   Objectives: After reading this blog post, the reader will be able to: Understand how to use the Visual Studio Code to deploy flows Understand how to use the Visual Studio Code to

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Getting Started with Salesforce Flow – Part 72 (Deploy Flow(s) or Process(es) Using Change Sets)

Big Idea or Enduring Question: How do you deploy Flows or Processes using the Change Sets?   Objectives: After reading this blog post, the reader will be able to: Understand how to use change sets to deploy flows Understand how to use change sets to deploy processes Deploy change sets from sandbox to production

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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 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 –

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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

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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

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