Auto-Lock Records with Process Builder
Auto-Lock Records with Process Builder I eventually get this request at every company I’ve worked with. I want to be able to “lock” a record after some sort of criteria. [...]
Process Builder + Flow + Email Templates = Awesomeness
Sometimes there are multiple ways to complete the same goal within Salesforce. Not every method is going to be very admin-friendly. For example, I want to send an email when the Opportunity is [...]
Wizard’s Apprentice Lightning Process Builder Episode 1: Getting Familiar
Lightning Process Builder: Getting Familiar The Lightning Process Builder is the future version of Workflow Rules. It’s builds on top of the foundation of Visual Workflow and is [...]
To Workflow or to Process Builder That is the Question!
The world of Salesforce automation is becoming more crowded and complex then ever before! Spring ’15 added some new tools to the arsenal. When do you use which? What are the benefits over [...]
Dreamforce Special: Process Builder – Building Your First Process
Happy Dreamforce everyone! This post ends Wizard New’s Dreamforce special on the Process builder. Three whole posts in one week! I hope you’ve been finding the information on the new [...]
Dreamforce Special: Hands on the New Process Builder – Actions!
Yesterday, I introduced the Process Builder. Today, I’m going to do a deeper dive and show you more of the different actions we can take with the process builder. The process builder has [...]
Dreamforce Special: Hands on the New Process Builder
Happy Dreamforce everyone! By now, everyone has seen and heard about the great Process Builder. Maybe you even came to my session on Monday where I talked about it with the Workflow Product [...]