Learning Salesforce Visual Workflow and Process Builder - Second Edition

Launching the Flow from Process Builder

Now we will create a process to launch the Flow we have just created:

1. To create a process, navigate to Setup (Gear Icon) | Setup | PLATFORM TOOLS | Process Automation | Process Builder in Lighting Experience, click on the New button, and enter the following details:
   • Name: Enter the name of the Process. Enter Custom metadata type in Flow -PB in Name.
   • API Name: This will be auto-populated 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.
2. Once you are done, click ...