How To: Solve the Mystery of Disappearing Scheduled Actions in Process Builder

As February creeps ever nearer, it feels wrong to be saying this but… Happy New Year! The blog has been a little quiet lately, so this is our first post in a little while. But hey, I can explain! Along with the usual suspects of Christmas and New Year, one of the reasons I’ve been Read more about How To: Solve the Mystery of Disappearing Scheduled Actions in Process Builder[…]

How To: Convert Leads with Pending Workflow Actions

Does the above error look familiar? If not, I envy you! For those of us who have set up an awesome time-based workflow on the lead object, only to find out later that leads with pending workflow actions cannot be converted, it can be very frustrating. Here’s just one recent example from the Answers community: Sure, an admin Read more about How To: Convert Leads with Pending Workflow Actions[…]