Update the record that started the process or any related record. Submit that record for approval. Update one or more related records. Send emails using a specified email template. Post to a Chatter feed. If you need more than what’s available in Process Builder, build an autolaunched flow or an Apex class to fill that gap.
Aug 18, 2017 · How to Schedule Emails or Actions using Process Builder or Workflow? - Duration: 12:25. ... Genarate PDF and Send email as Attachment ... 1:13:30. Salesforce Email Templates - Set up and sending ...
Jun 08, 2020 · These functions can include a field update, sending an email message, creating a task, or sending an outbound message. A workflow can only evaluate a single criteria before it either triggers the automation or does not. Process Builder – The process builder is a newer automation tool that has a wider variety of functions.
Nov 16, 2011 · In Social Networking profiles and bios, you’ll find information about an individual’s certified credentials. You’ll probably come across emails with logos and attachments in the signature, and even pictures posted on Facebook of tiny surfboards with the words “Certs Up” somewhere in the captions.
A. Send an Email. This tutorial covers how to create flows, how to send an email from a flow, and the different types of flows that you can create. ... Edelstein is a Vice President of Product Management in the Salesforce Automation Services group and is responsible for Salesforce Flow Builder and Next Best Action.
Now when customers send emails to the address provided, they automatically route to Salesforce as cases. For Ursa Major Solar to start connecting with customers on the new email channel, Maria and the team must advertise the email address on websites, brochures, business cards—anywhere customers look for help.
Or can work by simply sending an outbound email and keeping the copy in Salesforce. Salesforce with its new feature rollout is capable of doing millions of things for businesses. These are just a few Salesforce features inclusive of Salesforce essentials features to Salesforce inbox features to Salesforce new features and a lot more.
Feb 13, 2017 · 3>Use Process Builder - Process builder will let you call an APEX class which will in-turn send an email. This is how you create a Process Builder. Now here is the APEX class which will allow you...
Jun 14, 2019 · Process builder or workflow to send email with attachment? I am trying to set up an automation to where when an invoice is created it emails a copy to the sales rep. Is it better to do that through a workflow or with the process builder.