Getting Started with Process Builder – Part 51 (Auto Invite Customers to a Chatter Group)

Big Idea or Enduring Question: How can you automatically invite customers to a Chatter Group?  Objectives: This blog post will help us to understand the following Create a Process Builder and Flow to auto-invite customers to a chatter group.  Understand how to use Flow to create records Business Use Case

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Getting Started with Process Builder – Part 49 (Running Lead Assignment Rules From Process Builder)

Big Idea or Enduring Question: How do you run the lead assignment rule from the process builder?  Lead assignment rules allow us to automatically assign Leads to the appropriate queue or user. A Lead assignment rule consists of multiple rule entries that define the conditions and order for assigning cases.

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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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