Exercises
- Create a process that auto-adds new users to the
Sales Best Practices
Chatter group.
Note
First, create a Chatter group called Sales Best Practices
. Use Quick Actions to complete it.
- Create a process that will automatically delete open opportunities when an account is
out of business.
Note
Use the Apex class and invoke it from the process.
- Modify the previous process in such a way that it will not work for the
System Administrator
andSupply Chain User
profiles. - Create a process that will automatically count related contacts in the account and update the value in a
Number of contacts
field. This process will fire whenever the account is updated by all users except the System Administrator profile.
Note
You may need to use Flow to get the counts of contacts in an account.
- Create a process that will auto-remove all followers from a case when it is successfully closed.
- Create a process that will do the following tasks:
- Send out an e-mail to the owner 10, 15, and 20 days before the Opportunity...