Summary of Process Builder in Salesforce with Master Solution Engineer, Iman Maghroori

00:00:00 - 00:45:00

The process builder in Salesforce allows users to easily create rules to automate follow-up actions based on certain criteria. In this video, Master Solution Engineer Iman Maghroori demonstrates how to use the process builder to create rules that will automatically send an email notification after a voicemail is logged, call back a lead when the call me back date is filled out, or change the owner of an opportunity when certain conditions are met.

• 00:00:00 In this live stream, Iman Mallory introduces the concept of process builder and demonstrates how to create automated rules in Salesforce. He also provides tips on how to use approvals, lock records, and send quotes to customers.
• 00:05:00 In this video, Master Solution Engineer Iman Maghroori explains the features of Salesforce's process builder, which is a powerful automation tool. He goes over the three required elements for a process builder rule: a trigger, a criterion, and an action. He also demonstrates an example of how to create an automation rule that will call back a lead when the call me back date is filled out.
• 00:10:00 In this video, Master Solution Engineer Iman Maghroori shows how to create automation rules in Salesforce. First, he explains how automation rules work and then walks through an example of creating a call me back automation rule. Next, he demonstrates how to create a new automation rule from scratch.
• 00:15:00 The process builder in Salesforce allows users to easily create rules to automate follow-up actions based on certain criteria. This video demonstrates how to create a rule to automatically send an email notification after a voicemail is logged.
• 00:20:00 The presenter demonstrates how to use the Salesforce Process Builder to associate tasks with records and subjects, and how to escalate a case.
• 00:25:00 In this video, Process Builder in Salesforce with Master Solution Engineer, Iman Maghroori, is shown. The process builder is used to approve or deny sales tasks. The video also shows how to use formulas in the process builder to compare values and take action.
• 00:30:00 This video shows how to use Salesforce's "Process Builder" to create automated rules. The presenter demonstrates how to create a criterion that checks when an opportunity's status is "escalated." The presenter also shows how to create an action that updates an opportunity's close date if it is updated by someone other than the original creator.
• 00:35:00 This video demonstrates how to use the "Process Builder" feature in Salesforce to automatically change the owner of an opportunity when certain conditions are met, such as the opportunity having been pushed 10 times or the opportunity being attached to an account with a high priority support case backlog.
• 00:40:00 In this video, Iman Maghroori demonstrates how to use process builder to create automation rules for Salesforce. He first discusses the difference between stopping between nodes versus moving to the next criteria, and then demonstrates how to use process builder to create an automation rule for an opportunity owner to change. Finally, he demonstrates how to use automation to fire the rule.
• 00:45:00 This video explains how to use Salesforce's "Process Builder" tool to manage tasks and events related to calls and leads. The video also discusses a workaround for a limitation in how reporting is done on campaign members.