Exercises

1. 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.

2. 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.

3. Modify the previous process in such a way that it will not work for the System Administrator and Supply Chain User profiles.
4. 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 count of contacts in an account.

5. Create a process that will auto-remove all followers from a case when it has successfully closed.
6. Create a process that will do the following:
   1. Send an email to the owner 10, 15, and 20 days before the opportunity close date...