Kothai Sengodan – Automate Opp Record Type Selection and Migrate Date to a Converted Account and Opportunity (5/19/17)

In this Automation Hour Webinar, Kothai Sengodan walked us her use case of switching from a custom apex lead conversion to Salesforce’s standard lead conversion to take advantage of account duplicate rules and reduce duplicate accounts from being created during the lead conversion process. However, she needs to make an opportunity record type selection as part of the lead conversion process. Additionally, they have service locations tied to leads that also needed to migrate to the converted account and opportunity.

Additionally, Kothai covers process builder tips and tricks and common errors.

Slides: Presentation Deck

Bonny Hinners – How to Survey Your Customers via Flow (5/5/17)

In this Automation Hour Webinar, MVP Bonny Hinners walked us through possible solutions for collecting information via a survey from your customers and the ultimate solution using flow embedded in a visualforce page.

Here is a link to the blog post Bonny mentions in the Q&A section of this webinar:

Check out the comments for a step-by-step description.


Slides: Presentation Deck

Martin Bristow – Automating Approval Processes (3/24/17)

In this Automation Hour Webinar, Martin Bristow shows you automate approval processes using process builder, flow and code.

Slides: Presentation Deck

Unmanaged Package URL :- https://login.salesforce.com/packaging/installPackage.apexp?p0=04t360000019unE

Password :- autohour


Stuart Edeal – Back to Process Builder Basics (3/17/17)

In this Automation Hour Webinar, #GIFSquader, Stuart Edeal shows you:

  • How he understands process – SABWA, sitting with the user as part of their team
  • His use case for resolving opportunity naming conventions
  • How he solved his use case requirements via process builder

Slides: Presentation Deck


Doug Ayers – Chatter Bot Enabling Process Automation (3/10/17)

In this Automation Hour Webinar, Doug Ayers will show you how to:

  • Automatically create records or comment when topics are assigned to a Chatter post
  • Automatically take action when users join or leave a group, like posting a “welcome” message or email
  • Automatically notify File followers when a new version is uploaded rather than waiting for the Daily Digest
  • How to post Chatter messages or comments as any user so your automation is more customized and tailored to your business branding or community moderation.

Slides: Presentation Deck


Matt O’Hara – Pushing Flow to the Limits with Data Loads (2017/01/27)

Matt discusses taking a business requirement dealing with mass data imports.  He walks us through all of the steps of his problem solving, and we’re able to see the different issues Matt runs into and how he is able to solve them as they come.   This will cover some Visual Flow pitfalls that Matt ran into and unique workarounds will be discovered.

Slides: Presentation Deck