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
Tag: Salesforce Training
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
Uncover Hidden Nuggets of Validation Rule – prized arrows in Admin’s Quiver!
Now let us see. You are a super admin. If so then, one of the arrows that every super admin should have, in his/her Quiver, is a strong grasp of Validation Rule! Pause. Then, assess your skill sets and ask yourself – where am I on the scale of one
Count Number of Records in a Record Collection Variable
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
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
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
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
Not All Prospects Are Alike – Grade to Prioritize!
In my last article Delight Sales Team with Pardot’s lead scoring and grading frame, I discussed what is lead scoring and how you can use it in Pardot. If you did not get a chance to read it then, I suggest you do so now – it will help you to