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Tag: Process Builder

Submitted for Approval

How to Submit for Approval using Process Builder?

21/08/201822/08/2018 Divyesh Ardeshana

Submit for Approval : If we have exiting Approval process for any opportunity or any other object then we can execute automatically using Process Builder. Note: Create approval process as per your requirement. Here we create if “Opportunity Stage = Negotiation/Review” and READ MORE

Lightning Experience, Tips and TricksLighting Experience, Process BuilderLeave a comment
Active Process Builder

How to update Customer Status using Process Builder ?

23/10/201726/01/2018 Divyesh Ardeshana

Customer Status: When opportunity stage closed won means this is our “Current Customer” from Prospect Customer. Let’s create process builder for this requirement. Click Setup Home Click Process Automation Click Process Builder Click Save Select “Opportunity” object Select “when a record is created or READ MORE

Accounts, Process BuilderProcess BuilderLeave a comment
Rating Process Builder

How to configure Opportunity Rating using Process Builder?

28/01/201723/03/2018 Divyesh Ardeshana

Opportunity Rating : Ones you enter / update / modify opportunity’s amount your Opportunity Rating will update automatically using Process Builder. Advantages for Opportunity Rating : Easy to follow up Arrange meeting Follow up key opportunities Rating wise reports Let’s create READ MORE

Lightning Experience, Opportunities, Process BuilderLighting Experience, Process BuilderLeave a comment

Big Deal alert using Process Builder

29/08/201629/08/2016 Divyesh Ardeshana

Scenario : Whenever opportunity amount grater than $1M then send email alert. Click “Setup“ Search “Process Builder“ Click “New“ Select Object “Opportunity“ Click “Add Criteria“ Click “Immediate Actions“  Click “Activate“ Congratulation your Process Builder ready “Big Deal alert“

Process BuilderProcess BuilderLeave a comment
Process Builder

How to Setup Time-dependent actions in Process Builder?

29/07/201605/08/2016 Divyesh Ardeshana

Time-dependent actions is executed at a specific time, such as 10 days before a record’s date or 5 days after record’s date. When that specific time passes, the workflow rule re-evaluates the record to make sure that it still meets the rule READ MORE

Process BuilderProcess BuilderLeave a comment

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