Salesforce Advanced Administrator Certification Guide

Criteria definition

This is the process of matching criteria to make the Process Builder execute the actions group that has been defined for that criteria. Let's see how we can do this.

To add the criteria, click on + Add Criteria:

Criteria definition

Criteria are defined by the following three things, as shown in the preceding screenshot:

• By a list of conditions
• A formula
• No criteria

Note that the criteria always evaluates to true.

Of these three, the formula selection can be a little different from what we are used to; the following screenshot shows how previous conditions can be written using a Process Builder formula:

Process Builder ...