Advertisements Big Idea or Enduring Question: How do you automatically create a record using Salesforce Flow? Objectives: After reading this blog, you’ll be able to: Understand the basic components of Salesforce Flow Learn how to auto-create a record using Salesforce Flow Business Use case Corey Eridon is working as a
Tag: What is Process Builder
Update Related Quotes to Denied Except for the One That Was Accepted
Advertisements Big Idea or Enduring Question: How do I use automation to update an objects’ other related records? Objectives: After reading this blog, you’ll be able to: Use Salesforce to automatically update quotes associated with an Opportunity Use the decision element to check the quote status Define criteria so specific
Update the Case Status Through Email-to-Case Response
Advertisements Big Idea or Enduring Question: How can you automatically update the case status when receives a response from customers via Email-to-Case? Objectives: This blog post will help us to understand the following Understand how email-to-case works Create a flow that fires on the customer’s response to an email-to-case Use
Auto Forward Records to a Connection Using Salesforce Flow
Advertisements Big Idea or Enduring Question: Salesforce-to-Salesforce is a natively supported feature of the Salesforce Platform and easily enables two dealing partners to share relevant data records in real-time. It allows you to share records with your business partners that use Salesforce and get real-time updates on the shared data.