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Showing posts from April, 2015

Updating Records thorough Lightening Process Builder

This is post is all about updating records by process builder. Overview The  Process Builder  is a new workflow tool that helps you easily automate your business processes by providing a powerful and user-friendly visual representation of your process as you build it. The  Process Builder ’s simple and powerful design allows you to: Create your processes using a convenient visual layout with point-and-click efficiency. Create your whole process in one place rather than using multiple workflow rules. Create processes by collaborating with different teams in your business. Stop using  Apex  code to automate simple tasks. Automated processes in the  Process Builder  consist of criteria that determine when to execute action groups and immediate and scheduled actions to execute when those criteria are met. Any change that causes a record to match the criteria can automatically trigger the action group. You can use the more powerful and f...

Sending a mail to Opportunity Owner when stage changes

Hi Guys, This is straight forward and simple one. We can achieve it both ways by trigger and workflow. It is always suggested to go by salesforce standard functionality(Workflow) . Note- Opportunity owner should be notified only when stage is changed.(Stage should have some value) . Step-1: Create Workflow. Step-2: Choose Evaluation criteria as defined below. Note:- Ischanged formula supports above evaluation criteria. Step-3: Choose Rule criteria as "Formula Evaluates true". Step-4: Add below formula. Step-5 Create email alert and choose email template. Now we are ready to test. Waiting for your test results