Hands on 1 - auto create a child record

It's a common business requirement to auto create a child record whenever the parent record gets created. For example, as soon as an account gets activated, we need to auto create an Opportunity for that account and set the Opportunity close date to the last date of the current quarter. To satisfy these types of business requirements, a developer normally writes an Apex trigger, but there are few other ways through which you can achieve this without writing code:

  • Process Builder
  • A combination of Flow and Process Builder
  • A combination of Flow and Inline Visualforce page on the account detail page

We will use Process Builder to solve these types of business requirements.

A business Scenario: Joe Thompson is working as a system administrator in Universal Containers. He has received a requirement from the management to auto create a contract as soon as an account gets created in Salesforce, and auto-populate these values in the new contract:

  • Contract term (months): 12
  • Contract start date: Account created date + 90 days
  • Status: Draft
  • Auto-relate it with a new account
..................Content has been hidden....................

You can't read the all page of ebook, please click here login for view all page.
Reset
3.139.80.15