Getting Started with Process Builder – Part 58 (Restrict users on switching from Lightning Experience to Classic)

Lightning Experience is a new, fast, modern user interface experience from Salesforce. Lightning Experience comprises numerous of new features and completely redesigned pages, but remember that not every Salesforce feature is supported in Lightning Experience as of Winter’17 release. For example, a dashboard created in Lightning Experience can not be editable

Read More

Getting Started with Process Builder – Part 49 (Running Lead Assignment Rules From Process Builder)

To understand how to solve the same business use case using Salesforce Flow. Check out this article Getting Started with Salesforce Flow – Part 77 (Running Lead Assignment Rules From Salesforce Flow). Big Idea or Enduring Question: How do you run the lead assignment rule from the process builder?  Lead

Read More

Getting Started with Process Builder – Part 48 (Conditionally Make a Field Read-only or Editable)

As a part of the new user onboarding process, the organization allows its users to fill in a few details on the user detail page (Or some other object) like Date of birth, etc. As these are the key fields related to their employee insurance policies, the organization doesn‘t want

Read More

Getting Started with Process Builder – Part 40 (Adding a Line Break in Process Builder Formula)

Big Idea or Enduring Question: There is a formula function called BR() that allows us to insert a line break into text formula expressions or string of text, As shown in the following screenshot: The expected result in the formula field is: LastName FirstName But you will get the actual

Read More