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 ...

Get Salesforce Process Builder Quick Start Guide now with O’Reilly online learning.

O’Reilly members experience live online training, plus books, videos, and digital content from 200+ publishers.