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 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 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 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 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 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 →

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 →