Visual Workflow Implementation Guide Archives

Getting Started with Salesforce Flow – Part 66 (Auto Unfollow Records Based on Criteria)

July 7, 2021July 7, 20218 min read Rakesh Gupta

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

Process Builder

Getting Started with Process Builder – Part 70 (Bypass Process for a Specific User or Profile)

June 29, 2017December 3, 20206 min read Rakesh Gupta

Big Idea or Enduring Question: How can you bypass a Flow or Process Builder for a specific user tor profile? Until now, we have created many processes using Process Builder. It is an easy and fun experience to create processes. These processes will execute as soon as they meet the

Process Builder Salesforce Flow

Getting Started with Process Builder – Part 69 (Auto Create a Case From Keyword Word Used in Chatter)

June 27, 2017November 24, 202010 min read Rakesh Gupta

What is a Custom Metadata Type? Why should one use it? How should one use it? And, last but not least, how is Custom Metadata Type related to, or different than, Custom Object? Well, let us explore these concepts together! Custom Metadata Type is similar to a custom object –

Process Builder Salesforce Flow User Management

Getting Started with Process Builder – Part 58 (Restrict users on switching from Lightning Experience to Classic)

November 23, 2016April 15, 20196 min read Rakesh Gupta

Lightning Experience is a new, fast, modern user interface experience from Salesforce. Lightning Experience comprises numerous of new features and completely redesigned pages, but remember that not every Salesforce feature is supported in Lightning Experience as of Winter’17 release. For example, a dashboard created in Lightning Experience can not be editable

Process Builder Salesforce Flow

Getting Started with Process Builder – Part 49 (Running Lead Assignment Rules From Process Builder)

October 14, 2015November 24, 20207 min read Rakesh Gupta

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.

Salesforce Flow

Getting Started with Salesforce Flow – Part 8 (Send an HTML email from Flow)

October 8, 2015December 19, 20205 min read Rakesh Gupta

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

Process Builder Salesforce Flow

Getting Started with Process Builder – Part 47 (@Mention a Related User In a Post to Chatter Action)

October 3, 2015November 22, 20205 min read Rakesh Gupta

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

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