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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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Enough with the introductions, for the rest of this post we will look at the best practices and recommendations. Applying these to your Process Builder processes ensures they will be readable and easily maintainable. The declarative nature of Salesforce lends itself to fast and agile development. Especially when we are modelling business processes that often […]
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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