Trailhead Superbadge Series: Process Automation Specialist – Automate Opportunities

Trailhead Superbadge Series: Process Automation Specialist Part 5

Link to Trailhead: https://trailhead.salesforce.com/en/superbadges/superbadge_process_automation

Process Automation Specialist: Automate Opportunities

Requirements:

  • New Opportunity Created for Account Type = Prospect OR Customer, send Email to Finance Team, create Task for Account Owner ONLY for Prospect.

Continue reading Trailhead Superbadge Series: Process Automation Specialist – Automate Opportunities

Trailhead Superbadge Series: Process Automation Specialist – Create Sales Process and Validate Opportunities

Trailhead Superbadge Series: Process Automation Specialist Part 4

Link to Trailhead: https://trailhead.salesforce.com/en/superbadges/superbadge_process_automation

Process Automation Specialist: Create Robot Setup Object

  1. Robot Setup Object Create:
  • Master-details Relationship to Opportunity
  • 3 Custom Fields; Date, Notes, Day of the Week.

Continue reading Trailhead Superbadge Series: Process Automation Specialist – Create Sales Process and Validate Opportunities

TRAILHEAD SUPERBADGE SERIES: PROCESS AUTOMATION SPECIALIST – Create Robot Setup Object

Trailhead Superbadge Series: Process Automation Specialist Part 3

Link to Trailhead: https://trailhead.salesforce.com/en/superbadges/superbadge_process_automation

Process Automation Specialist: Create Robot Setup Object

  1. Robot Setup Object Create:
  • Master-details Relationship to Opportunity
  • 3 Custom Fields; Date, Notes, Day of the Week.

Continue reading TRAILHEAD SUPERBADGE SERIES: PROCESS AUTOMATION SPECIALIST – Create Robot Setup Object

Trailhead Superbadge Series: Process Automation Specialist – Automate Accounts

Trailhead Superbadge Series: Process Automation Specialist Part 2`

Link to Trailhead: https://trailhead.salesforce.com/en/superbadges/superbadge_process_automation

Process Automation Specialist: Automate Account

  1. Validation Rule:
  •  All accounts have the standard 2-character US state abbreviation in the Shipping & Billing State/Province field.
  • All accounts have either US, USA, United States, or nothing in the Country field.
  • Account Type of “Customer – Direct” or “Customer – Channel”, don’t allow changing of Account Names

Continue reading Trailhead Superbadge Series: Process Automation Specialist – Automate Accounts

Trailhead Superbadge Series: Process Automation Specialist – Automate Leads

Trailhead Superbadge Series: Process Automation Specialist Part 1

Link to Trailhead: https://trailhead.salesforce.com/en/superbadges/superbadge_process_automation

Process Automation Specialist: Automate Leads

  1. Validation Rule:
  •  All leads have the standard 2-character US state abbreviation in the State/Province field.
  • All leads have either US, USA, United States, or nothing in the Country field.

Continue reading Trailhead Superbadge Series: Process Automation Specialist – Automate Leads

Trailhead Superbadge Series: Process Automation Specialist – Automate Setups

Trailhead Superbadge Series: Process Automation Specialist Part 7

Link to Trailhead: https://trailhead.salesforce.com/en/superbadges/superbadge_process_automation

Process Automation Specialist: Automate Setup

Requirements:

  • Move all the dates in the Setup Object that are on the Weekends to Monday.

Continue reading Trailhead Superbadge Series: Process Automation Specialist – Automate Setups

Trailhead Superbadge Series: Process Automation Specialist – Create Flow for Opportunities

Trailhead Superbadge Series: Process Automation Specialist Part 6

Link to Trailhead: https://trailhead.salesforce.com/en/superbadges/superbadge_process_automation

Process Automation Specialist: Create Flow for Opportunities

Note:  you need to install the unmanaged package for the email templates.

Continue reading Trailhead Superbadge Series: Process Automation Specialist – Create Flow for Opportunities

Salesforce Workflow 101

Salesforce provides many different options and functionality within the platform to help streamline and automate the business. The biggest challenge for any business administrator will be what will be the right options to use.

Today, we are going to talk about Workflow within Salesforce and explain what is the typical use cases and what it is not designed for.

Continue reading Salesforce Workflow 101