Once the account gets created, auto-post the account details to a Chatter group (
Sales Executive
).Hint: If the
Sales Executive
Chatter group does not exist in your Salesforce organization, create a new one.Once the Opportunity is successfully closed, auto-post a linkpost on a Chatter group (
Sales Executive
). The output should look similar to the following screenshot:Autocreate a child case whenever the case's Type field changes to
Mechanical
, and assign it to theMechanical Engineers
queue.Hint: Go to Create a Queue and give the name as
Mechanical Engineers
.Whenever a case gets created, automatically add the user Helina Jolly to the case team members.
Hint: Create a new user named Helina Jolly in your organization.
Once the account becomes inactive, send an e-mail notification to all Opportunity owners related to that account. Also update the related open Opportunity status to Closed-Lost.
Hint: Use the Active field to decide account status. You have to use Flow as well as a Process...

Learning Salesforce Visual Workflow
By :

Learning Salesforce Visual Workflow
By:
Overview of this book
Table of Contents (14 chapters)
Learning Salesforce Visual Workflow
Credits
Foreword
About the Author
About the Reviewers
www.PacktPub.com
Preface
Getting Started with Visual Workflow
Creating Flow through Point and Click
Manipulating Records in Visual Workflow
Debugging and New Ways to Call a Flow
Developing Applications with Process Builder
Building Applications without Code
Index
Customer Reviews