Tag Archives: Process Builder

How to Create (and Implement) Custom Salesforce Notification using Process Builder

This blog will discuss how to create Custom Salesforce Notification using the Process Builder Salesforce platform. We have considered the Order Creation process, but it can be enhanced and used for any procedure. Below are the steps for Creating a new “Custom Notification” using Process Builder for Custom Objects using Process Builder. Steps to Define… Read More »

Map your Business Process in Salesforce

While working with one of our recruitment based clients, we had a requirement to incorporate their business process for the complete flow of opportunity, right from the “Prospecting” stage to “Closed-Won” stage. The process required certain fields to be updated, records to be auto-submitted for approvals, emails to be fired for certain criteria, etc. and… Read More »