Getting Started with Process Builder – Part 6 (Update Related Quotes to Denied Except for the One That Was Accepted)

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 Process Builder to automatically update quotes associated with an Opportunity Define criteria so specific records receive specific updates Business Use case Tamara McCleary

Read More

Getting Started with Process Builder – Part 4 (Auto update Chatter email settings)

Big Idea or Enduring Question: Chatter is a great way to boost collaboration in your organization. Users can post a status, links, files, and comments on other’s posts. We can also add users to chatter groups. Chatter can email you every time someone follows you, posts to your profile or

Read More

Getting Started with Process Builder – Part 2 (Adding a Time-dependent Action)

Big Idea or Enduring Question: How do you schedule a time-based action using Process Builder? Objectives: After reading this blog, you’ll be able to:  Understand the basic of scheduling an action using Process Builder  Learn how to automate the process which requires users to perform certain activity after x Hours or

Read More