Automate process with lightning builder.docx - Automate...

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Automate Simple Business Processes withProcess BuilderLearning ObjectivesAfter completing this unit, you'll be able to:List the types of processes that you can build in Process Builder.Define the key components used to create a process.Build a process that updates the addresses for an account's contacts when theaccount’s address is updated.Get Started with Process BuilderProcess Builder is a point-and-click tool that lets you easily automate if/then businessprocesses and see a graphical representation of your process as you build.The Components of a ProcessEvery process consists of a trigger, at least one criteria node, and at least one action. You canconfigure immediate actions or schedule actions to be executed at a specific time.Here’s an example of a simple process.Trigger: Identify When the Process Should RunThe trigger identifies when the process should run. For record change processes, the triggerdetermines which object and which of the following changes the process should pay attentionto.Only when a record is created
Anytime a record is created or editedCriteria: Determine Whether or Not to Execute ActionsWhile a process gets one trigger, you can add as many criteria nodes as your heart desires.Each criteria node controls whether or not the process executes the associated actions. If therecord doesn’t meet the criteria, the process skips those actions and moves on to the nextcriteria node in the process.In each criteria node, you can:Set filter conditions.Enter a custom formula. Like in validation rules, the formula must resolve to true orfalse.Opt out of criteria and always execute the associated actions.Actions: What the Process Should DoWhen a criteria node evaluates to true, the process executes the associated actions or waits toexecute them at a scheduled time.Eachimmediate actionis executed as soon as the criteria evaluates to true.Eachscheduled actionis executed at the specified time, such as 10 days before therecord’s close date or 2 days from now. At the specified time, Salesforce makes surethat the associated criteria node still evaluates to true. If so, the scheduled action isexecuted. You can schedule actions based on either:o

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Term
Fall
Professor
NoProfessor
Tags
Object Oriented Programming, Business process modeling

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