Learning Salesforce Visual Workflow and Process Builder - Second Edition

Launching the Flow from Process Builder

Now we will launch the Flow using Process Builder. Perform the following instructions to call a Flow from a process:

1. In the Lightning Experience, navigate to Setup (Gear Icon) | Setup | PLATFORM TOOLS | Process Automation | Process Builder, click on the New button, and enter the following details:
   • Name: Enter the name of the process. Enter Add records to Chatter Group in Name.
   • API Name: This will be autopopulated based on the name.
   • Description: Write some meaningful text so that other developers or administrators can easily understand why this process has been created.
   • This process starts when: Configure the process to start when a record is created or edited. In this case, select A record changes. ...