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 update a record action
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
Automatically Clone a Record if it Meets Certain Criteria
How to use Salesforce Flow to automate business scenarios that involve cloning an existing record.
Auto Forward Records to a Connection Using Salesforce Flow
Big Idea or Enduring Question: Salesforce-to-Salesforce is a natively supported feature of the Salesforce Platform and easily enables two dealing partners to share relevant data records in real-time. It allows you to share records with your business partners that use Salesforce and get real-time updates on the shared data. For
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