Time-based Action for Anytime Record is Created or Edited

Add a scheduled action to Process Builder when a record is created or edited and without selecting the advanced options checkbox.

Read More

Untangling the Perplexing Filter Logic of ‘Updating Records Action’!

Check out my previous articles:  Getting Started with Process Builder – Part 84 (Ever Needed to Select Multiple Picklist Values in Process Builder? How About via a Single Condition?!) Getting Started with Process Builder – Part 85 (Leveraging Versatility of Rule Criteria – a Deeper Dive!) Getting Started with Process

Read More

Getting Started with Process Builder – Part 85 (Leveraging Versatility of Rule Criteria – a Deeper Dive!)

Note:- In this article, among other things, I am going to spotlight on one of the most underutilized features of setting up Rule Criteria in Process Builder – ‘Formula Evaluates to True’; because ‘Conditions are met’ feature of the Action Group is used often, we are all well versed in

Read More

Enhance Productivity by Uploading Files Directly from a Flow!

Salesforce Flow allows us to automate business processes by building applications, known as Flows. Using Flows, a user can collect information; or, they can update, edit, or create records in Salesforce. Furthermore, Flows can execute logic, interact with the Salesforce database, call Apex classes, Platform Events, and guide users through various

Read More