Getting Started with Process Builder – Part 30 (Auto-generate Renewal Opportunity With Line Items)

Big Idea or Enduring Question: How do you automatically create a new opportunity by cloning an existing opportunity with line items? Opportunities are the sales and pending deals that you want to track. By adding opportunities, we are building a pipeline, which contributes to sales forecasts. Products are a catalog

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Getting Started with Process Builder – Part 25 (Auto Submit Record into Approval Process)

To understand how to solve the same business use case using Salesforce Flow. Check out this article Getting Started with Salesforce Flow – Part 31 (Auto Submit Record into Approval Process). Big Idea or Enduring Question: How do you automatically submit a record for approval using Process Builder? Objectives: After reading this

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Getting Started with Process Builder – Part 24 (Automatically Add User to a Chatter Group)

To understand how to solve the same business use case using Salesforce Flow. Check out this article Getting Started with Salesforce Flow – Part 36 (Automatically Add New Users to a Chatter Group). Big Idea or Enduring Question: How do you automatically add users into a Chatter Group?  Objectives: This blog post

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Getting Started with Process Builder – Part 23 (Send a Welcome Email with Attachments to New Users)

Big Idea or Enduring Question: How do you automatically send a welcome email to new users with onboarding documents?  Objectives: This blog post will help us to understand the following How to use the Process Builder to send out an email alert with attachments  How to use the email alerts

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Getting Started with Process Builder – Part 19 (Automatically Add New User to Public Group or Queue)

Big Idea or Enduring Question: How do you automatically add new users to a Public Group or Queue?  Objectives: This blog post will help us to understand the following Create automation associated with creating a new user Automatically add a user to a specified Public Group or Queue How to

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