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,
Tag: Process Builder
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
Getting Started with Salesforce Flow – Part 44 (Auto Convert Marketing Qualified Leads)
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
Getting Started with Process Builder – Part 22 (Discover How to Auto Populate Delegated Approver Field on a New User Record!)
How to Auto Populate Delegated Approver Field on a New User Record
Getting Started with Process Builder – Part 97 (Now, Generating a Quote PDF is a breeze! Learn how!)
Generate quote PDF automatically in Salesforce using Process Builder
Getting Started with Process Builder – Part 96 (Profile? So Yesterday! – Auto Assign Permission Set Group to a User)
Has it only been five years since I wrote, ‘auto-assign Permission Set to new users’?. The article was written using Flow Trigger – now, an obsolete functionality. You can read it here. Wow! How time flies! Similarly, just two years ago, I wrote another article showing how one can assign a Permission Set