Active Process Builder

How to update Customer Status using Process Builder ?

Customer Status: When opportunity stage closed won means this is our “Current Customer” from Prospect Customer. Let’s create process builder for this requirement. Click Setup Home Click Process Automation Click Process Builder Click Save Select “Opportunity” object Select “when a record is created or READ MORE

Rating Process Builder

How to configure Opportunity Rating using Process Builder?

Opportunity Rating : Ones you enter / update / modify opportunity’s amount your Opportunity Rating will update automatically using Process Builder. Advantages for Opportunity Rating : Easy to follow up Arrange meeting Follow up key opportunities Rating wise reports Let’s create READ MORE

Big Deal alert using Process Builder

Scenario : Whenever opportunity amount grater than $1M then send email alert. Click “Setup“ Search “Process Builder“ Click “New“ Select Object “Opportunity“ Click “Add Criteria“ Click “Immediate Actions“  Click “Activate“ Congratulation your Process Builder ready “Big Deal alert“

Process Builder

How to Setup Time-dependent actions in Process Builder?

Time-dependent actions is executed at a specific time, such as 10 days before a record’s date or 5 days after record’s date. When that specific time passes, the workflow rule re-evaluates the record to make sure that it still meets the rule READ MORE