Sunday, March 8, 2015

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Using the New Process Builder - Part 1 - Creating New Record for business flow


This is part of the series - Using the New Process Builder
Today, let us talk about the all new Process Builder in place from Spring '15.
In all our applications, we implement series of business processes. We involve a combination of Triggers, Flows and Workflows to get to achieve our desired flow of processes.
In implementing these, Salesforce has given us a new improved utility to make use of - The Process Builder. What it is gives us:
  • Create your processes using a convenient visual layout with point-and-click efficiency.
  • Create your whole process in one place rather than using multiple workflow rules.
  • Create processes by collaborating with different teams in your business.
  • Stop using Apex code to automate simple tasks.
And what we lack in workflows comes with Process Builder - 
  • Creating a record
  • Submitting a record for approval
Today, I use a very simple example to demonstrate the first use of Process Builder, creating a record on a specific event.
I have a custom object representing Job Application. Job Applications get created by an Admin team and assigned accordingly to various recruiters. My requirement is:

  1. When a Job Application gets created,  I want to assign a Task to the owner to manage the Job application assigned to him.

Now, let us begin creating the process Step by Step
Step 1: Create a new Process under Create -> Workflow & Approvals -> Process Builder

Step 2: Add the Object on which you want to run your process - here Job Application object

Step 3: Now we add the immediate action, i.e creating a Task assigning to the JA owner. Choose Record create as the Action Type, name your Action and choose Task as the Object.


We assign values to the fields of the Task object. 
I assign the Assigned to as the Owner ID and the Related To to the Job Application ID. 
The required fields of an object automatically comes and are non editable. For me the Priority and Status field are required for Task object. Hence, these fields come automatically when Record Create is chosen.

Step 4: All done lets Activate the Process and see it work.

Now we create a Job Application object. And assign the same to me.

As I am the owner a task gets created and assigned to me.


Done. A simple process is used to create a new record on creation of another related record. This is one of the most important feature of the Process Builder, and one we cannot do through a workflow.
Next Post: We learn how to version control (in other words) update an existing Process.

2 comments:

  1. Thanks for sharing the post. Very well explained.

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  2. I don't have the option to "Create a Task" in my process builder. Can you help me figure this out?

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