Lightning Experience is a new, fast, modern user interface experience from Salesforce. Lightning Experience comprises numerous of new features and completely redesigned pages, but remember that not every Salesforce feature is supported in Lightning Experience as of Winter’17 release. For example, a dashboard created in Lightning Experience can not be editable
Tag: Process Criteria
Getting Started with Process Builder – Part 57 (Automatically Add Partner User to Public Group)
Big Idea or Enduring Question: How do you automatically add partner users to a public group? This is a continuation of my last article Getting Started with Process Builder – Part 56 (Auto Create a Public Group for new Account). In my previous article, I had discussed a use case, whenever an
Getting Started with Process Builder – Part 56 (Auto Create a Public Group For New Account)
Oh sweet, I guess this is my 100th post on automation in Salesforce. I would like to thank everyone for their kind messages and support. I also wanted to share the good news, now Automation Champion blog is listed as a Process Builder resource on Trailhead along with awesome Jenwlee’s Salesforce blog, she
Getting Started with Process Builder – Part 55 (Post to Chatter Feed of Related Record)
To understand how to solve the same business use case using Salesforce Flow. Check out this article Getting Started with Salesforce Flow – Part 34 (Post Opportunity Details to a Chatter Group). Big Idea or Enduring Question: How can you automatically post a message to the Chatter feed of related records? Chatter
Getting Started with Process Builder – Part 54 (Update the Case Status Through Email-to-Case Response)
Big Idea or Enduring Question: How can you automatically update the case status when receives a response from customers via Email-to-Case? Objectives: This blog post will help us to understand the following Create a Process Builder which fires on customer’s response to an email-to-case Understand how email-to-case works Business Use
Getting Started with Process Builder – Part 53 (Field History Tracking for Multi-Select Picklist)
To understand how to solve the same business use case using Salesforce Flow. Check out this article Getting Started with Salesforce Flow – Part 33 (Prior Value of a Record in Record-Triggered Flows). Big Idea or Enduring Question: How do you track what has been changed on a Multi-Select picklist? Tracking field
Getting Started with Process Builder – Part 52 (Map Lead Source to Account Source During Lead Conversion)
Big Idea or Enduring Question: How can you map the lead source to the account source during the lead conversion? A lead in a marketing context, is a potential sales contact, an individual or organization that expresses an interest in your products or services. Leads are typically captured through the