Big Idea or Enduring Question: A Price Book is a book in which the prices of products are listed. Currently, business users have to select a price book as soon as an opportunity is created. In this article, let’s check out a way to auto-assign a Price book based on the
Tag: Process Criteria
Deploy Flow(s) or Process(es) Using the Visual Studio Code
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
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
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
Accessing Encrypted Data in Process Builder
Have heard about, and implemented, Shield Platform Encryption (SPE), Right? No? No worries – Trailhead is at your rescue! Trailhead has an amazing module Get Started with Shield Platform Encryption. The module will teach you the ins and outs of platform encryption! In this blog, my primary focus is to show
Getting Started with Process Builder – Part 74 (Multiple Scheduled Actions Within a Single Process!)
Process Builder is one of the most powerful tools provided by Salesforce to implement business requirements declaratively. By using it, one can minimize usage of codes in their Salesforce org. The best part is, you do not have to write test classes for your Processes or Flows. Implementation of Process Builder
Getting Started with Process Builder – Part 73 (Streamline Your Process by Reordering Criteria Nodes!)
Process Builder is one of the most used declarative tools to automate business processes in Salesforce. To address multiple requirements, we create a process with multiple criteria nodes. For example – (1) if an opportunity is successfully closed by Sales representative then send an email to the customer with survey
Getting Started with Process Builder – Part 72 (Execute Actions on More Than One Criteria)
Till date, we have created many processes to fulfill business requirements. I have created 100+ processes just for my blog posts! Process Builder is a very powerful tool to declaratively implement business requirements. It helps businesses to save time, as well as money, by implementing solutions quickly. The best part