Creating a process

To solve the preceding business requirement, we will use Process Builder. In the runtime process, we will auto-create a contract record whenever a new account record gets created. To do this, follow these instructions:

  1. In Lightning Experience, click on Setup (gear icon) | Setup | PLATFORM TOOLS | Process Automation | Process Builder; click on the New button, and enter the following details:
    • Process Name: Enter the name of the process. Enter Auto create new Contract as the Process Name. It must be within 255 characters.
    • API Name: This will be auto-populated, based on the name. It must be within 77 characters.
    • Description: Write some meaningful text, so that other developers or administrators can easily understand why this process was created.
    • This process starts whenThis allows you to select when you want to start your process. The following options are available:
      • A record changesSelect this option if you want to start your process when a record is created or edited.
      • It's invoked by another process: Select this option if you want to invoke your process from another process. This allows you to create an invocable process. An invocable process is a process that starts when another process invokes it. In Chapter 3, Building Efficient and Performance-Optimized Processes, we will discuss a few use cases in detail.

In this case, select A record changes. The fields should appear as follows:

  1. Click on the Save button when you have finished. It will redirect you to the process canvas, which will allow you to create the process by clicking, not code.

..................Content has been hidden....................

You can't read the all page of ebook, please click here login for view all page.
Reset
3.12.108.18