Getting Started with Salesforce Flow – Part 44 (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

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Getting Started with Salesforce Flow – Part 12 (What? Use Lookup Field into a Flow Screen Element?!!)

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 screens to streamline the process of

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Getting Started with Process Builder – Part 87 (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

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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

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Getting Started with Salesforce Flow – Part 14 (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

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Getting Started with Process Builder – Part 84 (Ever Needed to Select Multiple Picklist Values in Process Builder? How About via a Single Condition?!)

Process Builder is one of the most powerful tools provided by Salesforce to implement business requirements declaratively. Till date, we have created many processes to fulfill business requirements. I have created 100+ processes just for my blog posts! Process Builder helps businesses to save time, as well as money, by

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