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
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
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 –
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
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.
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
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