Getting Started with Process Builder – Part 58 (Restrict users on switching from Lightning Experience to Classic)

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

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 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

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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

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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

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Getting Started with Salesforce Flow – Part 13 (Hide Date Picker and apply Font-family)

This is a continuation of my article Lightning Flow tips and tricks, In that, I had discussed various tips and tricks related to Flow. This article goes a step ahead and explains, how to hide a date picker and how you can apply different font-family to your Flow elements. Let’s start with a

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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

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