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.
In this lesson, we discuss the history and purpose of flows. We do a quick tour of the Cloud Flow Designer Interface (which has since been retired in favor of the Flow Builder.
Resources:
Which Automation Tool Do I Use - https://help.salesforce.com/articleView?id=process_which_tool.htm&type=0
G...
In this lesson, I share the Generate Orders Package Implementation Guide with you. In that guide you can refer to each step of the various flows found in the package, along with a description of each.
We then cover how to launch a flow from a Custom Button.
Two of the three custom buttons work,...
Another type of flow that we can create is a Login Flow. We use our Example Flow, which was a screen flow, and associate that with a Login Flow for users in the President Profile.
To test this out, you’ll need to update the User Account for Allison President to have that user account associated ...
