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Salesforce Process Builder Quick Start Guide
book

Salesforce Process Builder Quick Start Guide

by Rakesh Gupta
July 2018
Beginner to intermediate content levelBeginner to intermediate
170 pages
3h 40m
English
Packt Publishing
Content preview from Salesforce Process Builder Quick Start Guide

Hands on 7 – scheduling multiple groups of actions

With multiple schedules, you can easily optimize sales or support processes, automate follow-ups on outstanding cases and reminder notifications for a task, and incorporate all of your business requirements within a single process. For example, when the case origin is Phone and the priority is high, then you can execute multiple groups of scheduled actions, such as the following:

  • Sending a reminder email to the case owner after one day, if a case is not closed.
  • Sending a reminder email to the case owner and account owner after two days, if a case is still open.
  • Sending a satisfaction survey email to case contacts, two days after the case closure.

Let's look at a business scenario. Suppose ...

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Publisher Resources

ISBN: 9781789344318Other