Big Idea or Enduring Question: How can you map the lead source to the account source during the lead conversion? A lead in a marketing context, is a potential sales contact, an individual or organization that expresses an interest in your products or services. Leads are typically captured through the
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
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.
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
Ever you want to use existing Salesforce HTML email templates to send an email from Salesforce Flow and don‘t know how to do it if the answer is yes then this article is for you. Salesforce allows you to use HTML email templates to create professional high-impact emails. It also allows
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
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