Managing the Process Builder

A process can be set with two different statuses:

  • Inactive
  • Active, that is, the process cannot be changed, only cloned

When cloning a process, you can clone the current process as a new version (so that it can be activated when your job is done) or as a brand-new Process Builder (this is particularly useful when you're using templates).

We can have up to 50 versions of a given process but only one can be active at a time.

To activate a process (by using the Activate button on the builder), we need to have at least one criteria node and one immediate or scheduled action group; once activated, all the other versions will become inactive.

To monitor pending scheduled actions, click on Setup | Process Automation | Flows and refer to the Paused and Waiting Interviews page. In fact, when a process schedules an action, Salesforce creates a flow interview record and pauses it until the scheduled time occurs. This is why we have to go to the Flows page to get the list of awaiting actions.

To troubleshoot errors on the Builder, we can use the Apex Debug Logs (which we looked at the beginning of this book); they work more or less like they did when we looked at the workflow rule example.

For more details about debugging a Process Builder, please refer to Salesforce Help at https://help.salesforce.com/articleView?id=process_troubleshoot_debuglogs.htm&type=5.
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