- Create a one-step Approval Process for an account, to get an approval from the CEO once an account becomes active. Use Process Builder to automatically submit an account for approval, once it gets activated.
- Automatically update the lead rating to
Warmwhenever the lead status gets updated toWorking—Contacted.
- Develop an application using Flow and Process Builder. It will automatically remove all of the followers from an opportunity, except for the opportunity owner, once its stage is updated to
Closed-WonorClosed-Lost. - Automatically create a child case whenever a case is created with a
Highpriority. Use the following information to create the child case:- Status: New
- Priority: Medium
- Case Origin: Phone
- Associate it with a high priority case
- Create a one-step Approval Process for an account, to get an approval from the CEO once an account becomes active. Use Process Builder to automatically submit an account for approval once it gets activated.
- Develop an application, using Flow and Process Builder, that will automatically add a new user that has the role of Sales Executive to the
Sales ExecutiveChatter group.
Note
If the Sales Executive Chatter group does not exist in your Salesforce organization, create a new one.
- Once the account has been created, auto-post the account details to a Chatter group (
Sales Executive). - Once the opportunity has successfully closed, auto-post a linkpost on a Chatter group (
Sales Executive). The output should look similar to the following screenshot:
- Auto-create a child case whenever the case's
Typefield changes toMechanical, and assign it to theMechanical Engineersqueue.
Note
If the Mechanical Engineers queue does not exist in your Salesforce organization, create a new one.
- Whenever a case is created, automatically add the user Helina Jolly to the case team members.
- First, set the OWD for Lead to
Private. Now, develop an application, using Flow and Process Builder, that will automatically share new lead records with the user Helina Jolly, and grant her read/write access. - Once an account becomes inactive, send an email notification to all opportunity owners related to that account. Also, update any related open opportunities' statuses to
Closed Lost.
- Once an opportunity has successfully closed, auto-create a new opportunity by copying the data from the closed opportunity. Set the opportunity closed date as the new opportunity's created date, plus 100 days.
- Create a process that will automatically add new users that have the profile
APAC Support Agentto a queue (High Priority Accounts).