Getting Started with Process Builder – Part 38 (Automatically Create Cases from Unresolved Questions)

Big Idea or Enduring Question: As your community grows, organizations have to ensure that customers get quick answers to their questions. Question-to-Case allows moderators to escalate unresolved questions to cases from the question detail page. You can automate this escalation process using Process Builder or Lightning Flow, For example:  Create

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Getting Started with Process Builder – Part 36 (Delete Complete Chatter Conversation)

Big Idea or Enduring Question: How can users be allowed to delete Chatter conversation? This is a continuation of my previous article Getting Started with Process Builder – Part 35 (Delete Chatter Messages), In that I had discussed a way which allows your users to delete Chatter messages. This article

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Getting Started with Process Builder – Part 35 (Delete Chatter Messages)

Big Idea or Enduring Question: How can users be allowed to delete individual Chatter messages? Objectives: After reading this article, the reader will be able to: Launch a flow from Process Builder Use automation to increase user permissions Create a custom object to store the Id of a Chatter message

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Getting Started with Process Builder – Part 33 (Call Apex Class from a Process )

Big Idea or Enduring Question: How can you automatically delete unaccepted Quotes using Process Builder? Objectives: After reading this blog post, the reader will be able to: Understand @InvocableMethod Annotation How to call an Apex method using Process Builder Business Use case Steven Greene is working as a System administrator

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Getting Started with Process Builder – Part 32 (Define Additional Conditions When Updating Records)

Big Idea or Enduring Question: How can I use automation to update other quotes related to a single opportunity? Objectives: Define criteria so specific records receive specific updates Use process builder to update other records related to an Opportunity Business Use case Steven Greene is working as a System administrator

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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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