Watch this video and more on Mike Wheeler Media +

Watch this video and more on Mike Wheeler Media +

Converting Multiple Workflow Rules into a Single Process

Salesforce Bootcamp Part 7 - Application Automation Pack • 21m

Up Next in Salesforce Bootcamp Part 7 - Application Automation Pack

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    In this lesson, we create a process to create a Contract every time a Client Account is created. We set the Account ID that the contract belongs to as a Field Reference in the Process Builder.

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    Resources:
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    Two of the three custom buttons work,...