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Tag: Process Builder

My Testing Checklist for Processes/Flows that Create Records Automatically in Salesforce

This checklist is great for developing test classes and doing your testing in the user interface. Some scenarios won’t apply to all types of processes, but you can pick and choose…

Automation, flow, Process Builder, test class

How to Manage Program Supplies (Inventory) on Salesforce – Part 3: Automate with Flow

A crucial part of automation in this app is the bulk creation of inventory records whenever supplies are added to inventory and the bulk update of those records when they are removed from inventory…

Flow Builder, inventory management, Process Builder, program supplies

Reciprocal Status Updates on Related Records (Part 3: Lookup Relationship)

Earlier in this series, we examined what can be done in a tight, master-detail relationship in order to change the … More

flow, lookup relationship, Process Builder

Reciprocal Status Updates on Related Records (Part 1: Update Related Records when Parent Record is Updated)

The Scenario Part of tracking our supplies inventory is tracking our supplies Requisitions (our staff’s requests for supplies). Each Requisition … More

field update, Process Builder, tutorial
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