How to set WhatId while creating Task record from Process Builder in Salesforce?
Use Related To ID to set WhatId while creating Task record from Process Builder.Please check the following screenshot for reference.
Tag: Process Builder in Salesforce
How to send email every one hour until the status changes in Salesforce using Process Builder?
Use Case: Send Email to Account Owner every hour until the Account Type is Prospecting. Custom Field: Process Builder: Object Criteria: Send Email True Criteria: When Account type is Prospect ....
Process Builder Debugging in Salesforce
1. Set Workflow to Finer in the Trace Flag in the Debug Log. 2. Look for Flow Elements(Flow_Element) in the Debug Log. 3. Version Id in the Error Message is ....
Salesforce Survey using Process Builder
In the Process Builder select, use "Send Survey Invitation" as the Action Type.Check the following screenshot for reference.
How to send Custom Notifications to users in Mobile and Desktop in Salesforce?
1. Create Custom Notification Types. 2. Create Process Builder with Send Custom Notification action type. Output: Desktop: Mobile:
Time dependent process actions in Process Builder
In Process Builder time based actions are available when "only when a record is created" is selected. For "when a record is created or edited", if you select "Do you ....
Workflow Field Updates vs Process Builder Field Updates vs Trigger in Salesforce
Triggers The trigger can work across objects. Coding is required. The trigger works before and after some actions. DML Operations(insert, update, delete, etc.) are not supported. Triggers can handle delete ....
Dynamic Owner for record creation in Process Builder in Salesforce
In the above example, if the Account Approver field is blank, the current user id is used as Owner Id else Account Approver will be the Owner Id for the ....
Global Constant In Process Builder in Salesforce
Choose a global constant to set a value to null or an empty string. For example, choose $GlobalConstant.Null. Two global constants are 1. $GlobalConstant.Null 2. $GlobalConstant.EmptyString Scenarios for Process Builders: 1. ....
Invocable method in Salesforce
While the Process builder is very flexible out of the box, there are a few business use cases those are not achievable using it. For example 1. It doesn’t support ....