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Salesforce Process Builder Quick Start Guide
book

Salesforce Process Builder Quick Start Guide

by Rakesh Gupta
July 2018
Beginner to intermediate content levelBeginner to intermediate
170 pages
3h 40m
English
Packt Publishing
Content preview from Salesforce Process Builder Quick Start Guide

Hands on 9 – creating reusable processes using an invocable process

Invocable processes can call one process from another process. Using invocable processes, you can reuse sections of your processes. You can create an invocable process and call it from multiple processes, or from multiple action groups in the same process. You can invoke processes with objects that share at least one unique ID.

For example, in the Opportunity and Quote objects, the OpportunityID field is unique to Opportunity, and is also used by Quote. You can create an invocable process that updates an Opportunity record. Then, you can invoke it from the following:

  • A process that updates an Opportunity record
  • A process that updates a Quote record

When you create a process, ...

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Publisher Resources

ISBN: 9781789344318Other