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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 5 – sending an email to the opportunity owner

Process Builder also allows you to send emails to users; for example, it allows you to send an email alert to the account owner as soon as an opportunity has successfully closed. 

Let's look at a business scenario. Suppose that Helina Jolly is working as a system administrator at Universal Containers. She has created a process (Post Opportunity Information to Chatter Group) to post opportunity details to a Chatter group if the amount is greater than $1,000,000. She receives another requirement, to send an email to the opportunity's account owner five days after its creation.

Follow these instructions to achieve this by using Process Builder:

  1. Process Builder doesn't allow you to create ...
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Publisher Resources

ISBN: 9781789344318Other