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04a - Process Builder (Supported actions (Launch a flow (For automation of…
04a - Process Builder
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Case Scenarios
Create records & notifications based on an OPP & schedule follow-up tasks that execute based on changes to records.
Update all the mailing addresses on all child contacts when a billing address is changed on an account.
Send an e-mail reminder to the account team if a high-value OPP is still open 10 days before the specified close date.
Create an order record with the data in the OPP & associated account when the OPP stage changes to closed Won