IDs IDs used in criteria must be 18-digit IDs. These are standard in Lightning record-page URLs now, so this mistake isn’t as easy to make as it used to be, but it can be very vexing to identify and fix. Scheduled Actions in Process Builder Process builder allows you to schedule actions immediately (usually in […]
This is not general reading, despite my attempted literary reference in the title. This is a solution to a specific problem that I encountered, and that I’ll document here in case someone needs it later, since I failed to find the solution when *I* googled it. I had a process flow that was calling an Apex […]
On this episode of Workflow Rule Makeovers, we’ll take the default NPSP workflow for sending the email acknowledgement and make it into a process builder process that allows you to set criteria for using different templates.