Skip to Main Content
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 6 - Defining additional conditions when updating records

When you update records using Process Builder, you can filter the records that you are updating using conditions. To add filter conditions to an update records action, there are two steps, as follows:

  1. Select the updated records meet all conditions option
  2. Set the conditions that you want to use to filter updated records

Now, we will create a process to fulfill the preceding business scenario and use custom permissions to bypass the process for the System Administrator and Supply Chain User profiles:

  1. To create a process, navigate to Setup (gear icon) | Setup | PLATFORM TOOLS | Process Automation | Process Builder, click on the New button, and enter the following details: ...
Become an O’Reilly member and get unlimited access to this title plus top books and audiobooks from O’Reilly and nearly 200 top publishers, thousands of courses curated by job role, 150+ live events each month,
and much more.
Start your free trial

You might also like

Learning Salesforce Visual Workflow

Learning Salesforce Visual Workflow

Rakesh Gupta

Publisher Resources

ISBN: 9781789344318Other