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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

Creating a master process to call an invocable process

Perform the following steps to create a master process to call the process we just created: 

  1. 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 - Master process to call invocable process.
    • 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 was 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 on the Save ...
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Publisher Resources

ISBN: 9781789344318Other