For Salesforce Online Training Contact Us ( Call & WhatsApp ) : +91-7097777111 & 222
Instagram 🔗 sfdcindia?...
Telegram 🔗 t.me/sfdcindiatraining
Process Builder :
=================
Process Builder[8 actions ] | Workflow [4 actions]
--------------------------------------------|---------------------------------------------
1 . Created a Record | 1 . New Task Create
2 . Submit for Approval | 2 . Email sending
3 . Email Alert | 3 . Field update
4 . Post to chatter | 4 . Send Out bound messages
5 . Field update |
6 . Apex |
7 . Launch a wizard |
8 . Quick Actions |
1. Navigation :
----------------------
Setup -- Build -- Create - Workflow & Approvals -- Process Builder --- New Process Builder
2 . Enter The Process Name .
3 . Add the Object . [ when a record is created or edited ]
4 . Add the Criteria .
5 . Select the Actions .
6 . Don’t forget to active the Process by clicking on the Activate button.
======================================================
Example : Create a Record
=========
1 . Process Name : Auto Contact Record Create when Account creates
The process starts when : A Record changes
2 . Add the Object : Account [ when a record is created or edited ] click on Save
3 . Add the Criteria : Amount Greaterthan 100000. [Criteria Name also Same ]
Select : All of the conditions are met (AND)
4 . Add the Action : Action Type -- Create a Record.
Action Name --Auto Contact reated.
Record Type -- Contact.
Set Field Values -- LastName -- Field Reference -- Account Name.
5 . Save.
6 . Activate the Process builder.
21 дек 2018
