Questions tagged [businessprocess]

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23 views

Architecture quest - what is the efficient way to track an opportunity amount being used and reallocate the unused balance [closed]

To all the sf experts out here, trying yo get your inputs for a use case that i’m trying to incorporate. Use case: We have a currency field called “Amount Owed” on opportunity which holds an $ value. ...
1
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1answer
3k views

Process Builder - invoking another process builder

I have 2 process builders. Both are tied to the Case object. I want to process builder #1 to invoke process builder #2. process builder #2 is active. However when I search for the name of process ...
3
votes
1answer
450 views

Programatically how can I link Case Status Values to a Defined Business/Support Process

I am trying to create a custom visualforce page that is aware of the Case Status Values that are related to a specific Case Support Process. I am able to get all Status Picklist Values from a ...
1
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1answer
555 views

How to create marketing cloud account

How to create marketing cloud account like salesforce developer edition .if is it possible ?. could you please send me for creating marketing cloud account links.
1
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0answers
67 views

Wiki inside of Salesforce?

I am new to SF and would like to build something like a wiki of information about processes and best practices for my organization. Since they will be using SF a lot going forward, I thought it might ...
0
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0answers
787 views

Create new opportunity if Stage is Closed Won and 90 days before Contract End Date

The idea is to create a new opportunity named "Opp-name + Renewal", after the Stage is changed to Closed Won and 90 days before the Contract End Date. Different Record Type needs to be used, but some ...
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2answers
60 views

What does this trailhead table mean about complex branching arguments? [closed]

According to this table the workflow only deals with single if/then statements (scroll down about 1 screen length): https://developer.salesforce.com/trailhead/en/force_com_admin_intermediate/...
2
votes
2answers
1k views

Process builder is not working as expected

I got a requirement like I have case record type called customer.Whenever any case is created with specific set of fields.i need to update specific field in opportunity. So,In that record type Look ...
2
votes
0answers
529 views

Creating a BusinessProcess through Metadata API deployment

I needed to create a new Business Process the other day, and I decided to try using a deployment with the metadata api. After deploying, when I went into the ui, all of the configurations seemed ...