Exercises
- Create a one-step Approval Process for the account to get an approval from the CEO once an account becomes active. Use Process Builder to automatically submit an account for approval once it gets activated.
- Automatically update the lead rating to
Warm
whenever the lead status gets updated toWorking—Contacted
. - Develop an application using Flow and Process Builder. It will automatically remove all the followers except the opportunity owner from an Opportunity once its stage is updated to Closed-Won or Closed-Lost.
- Automatically create a child case whenever a case is created with the
High
priority. Use the following information to create the child case:- Status: New
- Priority: Medium
- Case Origin: Phone
- Associate it with a high priority case
- Create a one-step Approval Process for the account to get an approval from the CEO once an account becomes active. Use Process Builder to automatically submit an account for approval once it gets activated.
- Develop an application using Flow and Process Builder...