Big Idea or Enduring Question: How do you deploy Flows or Processes using the Visual Studio Code? Objectives: After reading this blog post, the reader will be able to: Understand how to use the Visual Studio Code to deploy flows Understand how to use the Visual Studio Code to
Tag: Process Builder
Getting Started with Salesforce Flow – Part 73 (Distribute Flow(s) or Process(es) Using Packages)
Big Idea or Enduring Question: How do you deploy Flows or Processes using the Packages? Objectives: After reading this blog post, the reader will be able to: Understand how to use packages to deploy flows Understand how to use packages to deploy processes Deploy components to any org using packages Business Use Case
Getting Started with Salesforce Flow – Part 72 (Deploy Flow(s) or Process(es) Using Change Sets)
Big Idea or Enduring Question: How do you deploy Flows or Processes using the Change Sets? Objectives: After reading this blog post, the reader will be able to: Understand how to use change sets to deploy flows Understand how to use change sets to deploy processes Deploy change sets from sandbox to production
Getting Started with Salesforce Flow – Part 71 (Now, Generating a Quote PDF is a breeze! Learn how!)
Generate quote PDF automatically using Salesforce Salesforce.
Getting Started with Salesforce Flow – Part 43 (Dynamic Approval Routing in Salesforce)
Big Idea or Enduring Question: How do you set up dynamic approval routing? In Salesforce, a user can use an Approval process to get approval from managers or higher authority. Approval processes route a record to one or more approvers, specifying the steps necessary for a record to be approved,
Getting Started with Salesforce Flow – Part 26 (Automatically Add a Record to Chatter Group)
Big Idea or Enduring Question: How do you automatically remove records from the Chatter Groups? Salesforce allows you to add a record to Chatter Groups, which means you can now collaborate and discuss the records as a team in the group. You can only add Account, Contact, Contract, Campaign, Case,
Getting Started with Salesforce Flow – Part 36 (Automatically Add a New Users to a Chatter Group)
To understand how to solve the same business use case using Process Builder. Check out this article Getting Started with Process Builder – Part 24 (Automatically Add User to a Chatter Group). Big Idea or Enduring Question: How do you automatically add users into a Chatter Group? Objectives: This blog post will