Big Idea or Enduring Question: How do I use automation to update an objects’ other related records? Objectives: After reading this blog, you’ll be able to: Use Salesforce to automatically update quotes associated with an Opportunity Use the decision element to check the quote status Define criteria so specific records
Tag: Process Builder Salesforce
Adding a Time-dependent Action to Record-Triggered Flow
Big Idea or Enduring Question: How do you schedule a time-based action using Salesforce Flow? Objectives: After reading this blog, you’ll be able to: Understand the basics of scheduling an action using Salesforce Flow Add a Scheduled Paths action in After-save Record-Triggered Flow Learn how to automate the flow which requires users
Define Additional Conditions When Updating Records
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 Use
Bypass Salesforce Flow for a Specific User or Profile
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. There
Automatically Clone a Record if it Meets Certain Criteria
How to use Salesforce Flow to automate business scenarios that involve cloning an existing record.
Update the Case Status Through Email-to-Case Response
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 decision
Auto Remove Managed Package License from a Deactivated User!
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 2015
Auto Assign Package License to New Users
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 Id