9 Usefu Salesforce Process Builder Implementations


1. Add Lookup field to Opportunity Contact Role Products: Sales Cloud (combination of Process Builder and Flow) Objects: Opportunity, Opportunity Contact Roles Problem: We have a client that uses Contact Roles for Opportunities in Salesforce, mostly to manage their Pardot marketing and create cross-selling reports. Contact Roles allow salespeople to associate multiple contacts to an […]

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Best Practices for Designing Processes

Real Intelligence

Before you design a process in Process Builder, understand the best practices. REQUIRED EDITIONS Available in: both Salesforce Classic and Lightning Experience Available in: Essentials, Professional, Enterprise, Performance, Unlimited, and Developer Editions Build in a test environment. To test whether a process is working properly, you must activate it. Build and test your processes in a sandbox environment, so that you […]

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