Bypass the Need for Coding with the Process Builder
Apex code has made certain functionalities of Salesforce off limits for the non-developer, until now. With Process Builder, more complex automation is supported without writing any code. It can be tough if you don’t have any experience with coding to keep up with demands when it comes to Salesforce. Alternatively, if you have some experience in coding, but struggle as Google the right way to code something and then spend even longer Googling the proper fixes for bugs.
One of the most commonly requested actions that have only been available with code until now, is cross-object workflow. This is where you want an edit or creation of one type of record (say an opportunity), to trigger an update to another object (like the opportunity’s account). With Process Builder, we can do this without writing a single line of code! Later in this post, we walk through this example and see […]
