Tag: automation
36 Posts
Convert Notes to Enhanced Notes
How to Lock Related Lists when Parent Record Approved
How to Edit Approved Records without Modify All Permission
Use Process Builder to Update Related Records When Activities Logged
Copy Opportunity Line Item Custom Fields to New Quote Line Items
Automate Adding Campaign Members via Reports
Chatter Bot for Feeds: Post as Any User with Rich Text and @ Mentions
Chatter Bot for Groups: Take Action When Members Join or Leave
Douglas C. Ayers 