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
Tag: Process Builder Salesforce
Auto-generate Renewal Opportunity With Line Items
Big Idea or Enduring Question: How do you automatically create a new Opportunity by cloning an existing opportunity with Opportunity Line Items? Opportunities are the sales and pending deals that you want to track. By adding opportunities, we are building a pipeline, which contributes to sales forecasts. Products are a
Getting Started with Process Builder – Part 29 (Auto Remove Followers From Questions With Best Replies)
To understand how to solve a similar business use case using Salesforce Flow. Check out this article Getting Started with Salesforce Flow – Part 37 (Auto Remove Followers From Closed Opportunity). Big Idea or Enduring Question: How do you automatically remove followers from Questions with the best replies? Chatter Answers is a
Getting Started with Process Builder – Part 16 (Creating Custom Record Sharing Logic)
👉 To understand how to solve the same business use case using Salesforce Flow. Check out this article Getting Started with Salesforce Flow – Part 70 (Creating Custom Record Sharing Logic). Big Idea or Enduring Question: Sharing records automatically without sharing rules or role hierarchy Using Apex Managed Sharing declaratively