While migrating automation is usually straightforward, developers may encounter an unexpected issue: a Flow performing the same update as a Workflow Rule fails because of a Validation Rule.This happens because Workflow Rules and Flows behave differently during Salesforce’s order of execution. Validation Rule Business Requirement An organization has implemented a Validation Rule that prevents users… Read More »
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 »
This blog signifies how Salesforce user can send Email from Salesforce using the custom methods and design the Email layout as per their choice. User can develop email templates or craft an email with the help of apex code. For sending the mail the user can utilize triggers, workflow rules or process builder as per… Read More »
Salesforce has rolled out the Spring ’16 release and numerous features have been added to the existing Salesforce functionality. One application that has received a lot of improvement is the Process Builder. In this blog post, we will discuss one such feature added in the Process Builder. Real-time, bi-directional, multi-company – Sage ERP Integration with… Read More »
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 »
