Getting Started with Process Builder – Part 48 (Conditionally Make a Field Read-only or Editable)

As a part of the new user onboarding process, the organization allows its users to fill in a few details on the user detail page (Or some other object) like Date of birth, etc. As these are the key fields related to their employee insurance policies, the organization doesn‘t want

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Getting Started with Process Builder – Part 47 (@Mention a Related User In a Post to Chatter Action)

Big Idea or Enduring Question: How do you @mentioned related users in a Post to Chatter process builder action?  Objectives: This blog post will help us to understand the following How to use the post to chatter action in Process Builder How to @mention the related user in a chatter

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Getting Started with Process Builder – Part 43 (Auto Assign Package License to New Users)

Big Idea or Enduring Question: How can you automatically assign a managed package license to new users?  Objectives: This blog post will help us to understand the following Launch a Flow from Process Builder Use Flow and Process Builder to automatically add a package license to the new users Business

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Getting Started with Process Builder – Part 42 (Auto Remove a Record From Chatter Groups)

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,

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Getting Started with Process Builder – Part 41 (Email Notification on Topic Assignment)

Big Idea or Enduring Question: How can you notify the topic owner for the Topic Assignment?  Objectives: This blog post will help us to understand the following Launch a Flow from Process Builder Use Flow to send a custom email alert Create an email template in Flow Use Flow and

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Getting Started with Process Builder – Part 40 (Adding a Line Break in Process Builder Formula)

Big Idea or Enduring Question: There is a formula function called BR() that allows us to insert a line break into text formula expressions or string of text, As shown in the following screenshot: The expected result in the formula field is: LastName FirstName But you will get the actual

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Getting Started with Process Builder – Part 39 (Auto Assign a Topic to a Record)

Big Idea or Enduring Question: How can you automatically add topic(s) to a record? Objectives: This blog post will help us to understand the following Launch a Flow from Process Builder Use Flow and Process Builder to automatically add topics to a record  Business Use case Pamela Kline is working

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