Process Builder
The Process Builder is a drag-and-drop lightning tool that helps you easily automate your business processes. Process automation feature to automate the below activities.
Navigation and Details of Options:
In Classic:
Setup 🡪 Build 🡪 Create 🡪Workflow & Approvals 🡪 Process Builder.
In Lightning:
Setup 🡪 Process Automation Tools 🡪 Process Builder
Step 1: Click on NEW to create a new process.
Step 2: Naming the process:
– When selecting a Record Change, the process would fire when we create or modify the record.
– When A platform event message is received is chosen, the process will fire when the message is received for the defined platform event.
Note: Platform events capability is based on event-driven messaging architecture which enables Salesforce to send out information to the external system when an event occurs or consume an event published by an external system.
The last one will be invoked by another process.
Use the button bar to:
- Expand or collapse actions on the canvas.
- Open the process management page.
- Create an inactive copy of the current process.
- Edit or view the properties of the current process.
- Activate or deactivate the current process.
Canvas (2) The canvas is the main workspace for a process. On the canvas, you can define: The records that the process should be evaluated.
(3) You identify the object and specify the changes to that object’s records that cause the process to run.
(4) One or more criteria nodes.
Note: Each criteria node includes conditions that are used to evaluate the record. A criteria node evaluates based on filter criteria—such as whether the value for the Amount field is greater than $1000—or based on a formula. You can also execute the associated actions without evaluating the record.
(5) One or more actions.
If the criteria are met for the record that starts the process, the criteria node’s associated action group.
(6) either execute immediately or according to the schedule defined for the action.
USE CASE: Create a simple process that creates a contract record and a follow-up task when a high-value opportunity is closed and won.
- From Setup, enter Process Builder in the Quick Find box, click Process Builder, and then click New.
- Name the process of Opportunity Management—the API name updates to Opportunity Management when you tab out of the Name field.
- For the description, enter If a high-value opportunity is closed and won, create a draft contract and a follow-up task for the account owner.
- Click Save.
STEP 1: Choose the Object
- Click Add Object to associate your process with an object and specify when to start the process. For this process.
let’s choose Opportunity and start the process when the record is created or edited.
Tip: When you’re selecting objects or fields, you can type to filter the list of options. For example, type Opp and then select Opportunity from the filtered list.
Click Save
STEP 2: ADD CRITERIA
– Define the criteria that must be true before the process can execute the associated actions. For this process, we want to check whether the opportunity has been closed and won, as well as if it’s high-value. For this example, “highvalue” means it’s worth more than $250,000.
– Click Add Criteria and Name the criteria “Opportunity Won”.
– Leave Conditions are met and selected to evaluate specified field values for the opportunity record.
– Set the first filter condition. The process needs to check whether the opportunity has been closed and won.
– Click in the Field box (1), choose Opportunity > Stage, and click Choose.
– For the operator (2), leave Equals selected, and for the type (3), leave Picklist selected.
– For the value (4), select Closed Won.
– Set the second filter condition. The process needs to check whether the opportunity is high-value.
– Click Add Row (5). Then click in the Field box, select Opportunity > Amount, and then click Choose.
– For the operator, select Greater than, then for the type, leave Currency selected and enter $250,000.00.
– In the Conditions area, leave All of the conditions are met (AND) selected. This field lets you specify which combination of the filter conditions must be true for the process to execute the associated actions.
– Click Advanced and select Yes (6). When you select this option, the process ignores record changes that aren’t relevant to your defined criteria. For example, if a user edits the record by adding a description, the process won’t execute the associated actions.
– Click Save.
STEP 3(a): ADD ACTIONS
– Action is to create a contract.
Now let’s define the actions that execute when the criteria are met. When an opportunity is closed and won and the amount is greater than $250,000, the process creates a draft contract record associated with the opportunity’s account and a follow-up task for the associated account’s owner.
First up, let’s create a contract.
1. Under Immediate Actions, click Add Action.
2. For the action type, select Create a Record.
3. Name the action Create Draft Contract.
4. For Record Type, select Contract.
Note: Certain fields are required when you create a record. When you select the object that you want to create a record for, the Process Builder automatically displays rows for each of that record’s required fields. When you select Contract, a row for Account ID shows automatically.
1. Associate the new contract with the opportunity’s parent account by selecting a value for Account ID.
2. For type, select Reference.
3. Click in the Value box to choose a value.
4. Select Opportunity > Account ID and then click Choose.
5. Make sure the new contract is a draft. In the Value for Status, select Draft from the drop-down list.
Click Save.
STEP 3(b): Create a high-priority follow-up task.
– Create a high-priority follow-up task for the associated account’s owner. We’ll use a schedule so the owner can follow up with the account six days after the opportunity closes.
First, set up a schedule. A schedule lets the process know that it must wait to execute the associated actions. Because you can configure multiple schedules for the same criteria node, each schedule has its list of actions to execute.
Note:
To add scheduled actions to your process, you have two options:
1. Start the process only when a record is created.
2. Start the process when a record is created or edited. In addition, select the advanced option to execute actions only when specified changes are made.
1. Under Scheduled Actions, click Set Schedule.
2. Set the schedule for six days after the opportunity closes.
3. Click Save.
Now that you have a schedule, add the task creation action to it with values for task fields.
Assigned to ID: Opportunity > Account ID > Owner ID
Priority: High.
Status: Not Started.
YouTube Reference :
1) Process Builder in Hindi/Urdu
2) Process Builder in English
