Big Idea or Enduring Question: Want to automatically unfollow records when records meet specific criteria? As you know, users can Follow and Unfollow records by clicking on the Follow icon on the record’s Detail page. However, users can automate the Follow/Unfollow process – based on some criteria – either by
Tag: Visual workFlow examples
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
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
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
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
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
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