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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Getting Started with Process Builder – Part 38 (Automatically Create Cases from Unresolved Questions)

Big Idea or Enduring Question: As your community grows, organizations have to ensure that customers get quick answers to their questions. Question-to-Case allows moderators to escalate unresolved questions to cases from the question detail page. You can automate this escalation process using Process Builder or Lightning Flow, For example:  Create

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Getting Started with Process Builder – Part 15 (An Introduction to Version Control)

Big Idea or Enduring Question: What happens when the business requirements for a Process Builder change after it’s already activated and in use? Objectives: After reading this article, you’ll be able to: Modify an existing Process Builder to reflect new requirements Business Use case Tamara McCleary works as a System

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