Disclaimers: *This article is based on my findings, not based on any documentation (it includes few hidden gems like, how you can add colors to help text, label, etc.) * Make sure to subscribe to my blog – for, in the next few weeks, I am going to post 10-15
Tag: Visual workflow
Skyrocket Your Productivity by Leveraging the Power of Chatter Automation!
Chatter Group is one of the best ways to boost collaboration in your organization. A Chatter group represents a group of users – one can add unlimited members to a Chatter Group but, a user can join a maximum of 300 groups; and, your company can have a total of 30,000 groups. Chatter
Time-based Action for Anytime Record is Created or Edited
Add a scheduled action to Process Builder when a record is created or edited and without selecting the advanced options checkbox.
![[Introducing My New Book] Mastering Salesforce CRM Administration](https://i0.wp.com/automationchampion.com/wp-content/uploads/2017/03/Mastering-Salesforce-CRM-Administration.png?fit=1024%2C512&ssl=1)
[Introducing My New Book] Mastering Salesforce CRM Administration
I’m still pinching myself. My new book Mastering Salesforce CRM Administration was out yesterday (03/27/2017). Salesforce.com is one of the fastest-growing and demanding technologies at the moment. Mastering Salesforce CRM Administration is a hands-on guide that will help Salesforce newbies (who have a basic knowledge of Salesforce), new or experienced Salesforce administrators,
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
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
Getting Started with Process Builder – Part 40 (Adding a Line Break in Process Builder Formula)
Big Idea or Enduring Question: There is a formula function called BR() that allows us to insert a line break into text formula expressions or string of text, As shown in the following screenshot: The expected result in the formula field is: LastName FirstName But you will get the actual
Getting Started with Process Builder – Part 29 (Auto Remove Followers From Questions With Best Replies)
To understand how to solve a similar business use case using Salesforce Flow. Check out this article Getting Started with Salesforce Flow – Part 37 (Auto Remove Followers From Closed Opportunity). Big Idea or Enduring Question: How do you automatically remove followers from Questions with the best replies? Chatter Answers is a