- 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 to Working—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...