Big Idea or Enduring Question: How do you deploy Flows or Processes using the Change Sets? Objectives: After reading this blog post, the reader will be able to: Understand how to use change sets to deploy flows Understand how to use change sets to deploy processes Deploy change sets from sandbox to production
Tag: Visual Workflow Implementation Guide
Getting Started with Salesforce Flow – Part 66 (Auto Unfollow Records Based on Criteria)
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
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
Getting Started with Process Builder – Part 69 (Auto Create a Case From Keyword Word Used in Chatter)
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 –
Getting Started with Process Builder – Part 49 (Running Lead Assignment Rules From Process Builder)
To understand how to solve the same business use case using Salesforce Flow. Check out this article Getting Started with Salesforce Flow – Part 77 (Running Lead Assignment Rules From Salesforce Flow). Big Idea or Enduring Question: How do you run the lead assignment rule from the process builder? Lead
Getting Started with Salesforce Flow – Part 8 (Send an HTML email from Flow)
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