Salesforce Automation Hour is a Webinar series to demonstrate all levels of declarative Automation inside Salesforce.
It’s not magic, it’s Process Builder! Learn how you can move records related to Leads over to the Contact on Lead conversion, with a simple process.
Sometimes, you just want to see all the Campaigns for an Account, based on the Contacts associated and their Campaigns. Well, you can, and here is how I setup the Process after the question was posted on the Salesforce Success Community site.
Great info here, I have been struggling with the switch from flow triggers to process builder, and was so happy this came out when it did. Process builder, although designed to look easy, I have found working with it a pain, especially the additional clicks and delayed interface. The only trick I learned so far […]