Getting Started with Salesforce Flow – Part 44 (Auto Convert Marketing Qualified Leads)

Big Idea or Enduring Question: How do you set automation to auto-convert marketing qualified leads?  When there is a chance of further negotiations with a lead, it can be converted into an account, contact, optionally an opportunity. In short, once the lead status has reached a certain stage, it can

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Getting Started with Process Builder – Part 79 (Auto Remove Managed Package License from a Deactivated User!)

Process Builder in Salesforce is a fantastic way to automate various business processes. It allows you to create a process based on certain criteria that you set. Process Builder can do many things – Create a record, Update records, Post to Chatter, Send an email, etc. A few years back –

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Getting Started with Process Builder – Part 75 (Accessing Encrypted Data in Process Builder)

Have heard about, and implemented, Shield Platform Encryption (SPE), Right? No? No worries – Trailhead is at your rescue! Trailhead has an amazing module  Get Started with Shield Platform Encryption. The module will teach you the ins and outs of platform encryption! In this blog, my primary focus is to show

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Getting Started with Process Builder – Part 74 (Multiple Scheduled Actions Within a Single Process!)

Process Builder is one of the most powerful tools provided by Salesforce to implement business requirements declaratively. By using it, one can minimize usage of codes in their Salesforce org. The best part is, you do not have to write test classes for your Processes or Flows. Implementation of Process Builder

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Getting Started with Process Builder – Part 73 (Streamline Your Process by Reordering Criteria Nodes!)

Process Builder is one of the most used declarative tools to automate business processes in Salesforce. To address multiple requirements, we create a process with multiple criteria nodes. For example – (1) if an opportunity is successfully closed by Sales representative then send an email to the customer with survey

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