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Friday, February 15, 2019

Process Builder – Part 1 (Auto Create a record)

This series will help you understand Lightning Process Builder in-depth. The Lightning Process Builder is a new workflow tool that helps you easily automate your business processes by providing a powerful and user-friendly visual representation of your process as you build it. One can use the Process Builder to set up complex Workflows (Using click, not code) in Salesforce which otherwise required Apex. I have categorized the articles based Process Builder actions

Business Use case

Corey Eridon is working as a System administrator at Universal Containers (UC). She has received a requirement to auto create a child case, whenever a new case is created with Case Reason Breakdown.

Solution for the above business requirement

1. Click on Name | Setup | App Setup | Create | Workflows & Approvals | Process Builder2. To create a new process from scratch, click on the New Button available on Process Management page, A popup will open where you have to enter Name (Enter Create_Child_case_for_Breakdown as name), API Name and Description as shown in the below screenshot

3. Once you click on the Save button, it will redirect you to Process canvas. Click on Object node to add object and set the evaluation criteria, Please refer to the following screenshot for more details
Evaluation criteria

4. The next step is to define Process criteria. For this click on Add Criteria node, Enter Criteria NameSet filter conditions (Similar to Rule Criteria in Workflow Rule), as shown in the following screenshot

Process Criteria

5. Now we have to add an Immediate action into the Process to create a case record. For this use Create a Record action, Please refer to the following screenshot for more details

Add action - Create a Record

Make sure that you have assigned data in the correct format because Process builder obeys Validation rule. If some fields are required by using Validation rule, then make sure than you have added those fields. Same time if some fields are required using Page layout, you can ignore those fields.

6. The final task is to activate your Process by clicking on the Activate button.

Now onwards if you create a case with Case Reason Breakdown, Process will auto create a child case for it.

or Part-2 on Process builder pls get  in touch with me and share your comments 

Process builder- part 2 ( time dependent actions)