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

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

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

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

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

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.

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

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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