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 Service Cloud
Getting Started with Process Builder – Part 87 (Untangling the Perplexing Filter Logic of ‘Updating Records Action’!)
Check out my previous articles: Getting Started with Process Builder – Part 84 (Ever Needed to Select Multiple Picklist Values in Process Builder? How About via a Single Condition?!) Getting Started with Process Builder – Part 85 (Leveraging Versatility of Rule Criteria – a Deeper Dive!) Getting Started with Process
Getting Started with Process Builder – Part 86 (What? Create a Process with No Action? Really?)
Process Builder is one of the most powerful tools provided by Salesforce to implement business requirements declaratively. Process Builder helps businesses to save time, as well as money, by implementing solutions quickly. Implementation of Process Builder is straightforward – you create a Process; tests it; and then, use Change Set to
Getting Started with Process Builder – Part 85 (Leveraging Versatility of Rule Criteria – a Deeper Dive!)
Note:- In this article, among other things, I am going to spotlight on one of the most underutilized features of setting up Rule Criteria in Process Builder – ‘Formula Evaluates to True’; because ‘Conditions are met’ feature of the Action Group is used often, we are all well versed in
Getting Started with Process Builder – Part 84 (Ever Needed to Select Multiple Picklist Values in Process Builder? How About via a Single Condition?!)
Process Builder is one of the most powerful tools provided by Salesforce to implement business requirements declaratively. Till date, we have created many processes to fulfill business requirements. I have created 100+ processes just for my blog posts! Process Builder helps businesses to save time, as well as money, by
Getting Started with Process Builder – Part 80 (Auto Add Member to New User’s Default Account Team)
How nice it would be if Salesforce auto adds a user (specified user) to Default Account Team for each new users? Well, we can cajole Salesforce to do just that by leveraging Process Builder and Visual Workflow! An Account Team is a set of users that usually work together on an
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