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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 2 – auto-update child records

There may be business use cases wherein a customer will want to update child records based on some criteria; for example, auto-updating all related opportunities to Closed Lost, if an account is updated to inactive. To achieve these types of business requirements, you can use an Apex trigger. You can also achieve these types of requirements using the following methods:

  • Process Builder.
  • A combination of Flow and Process Builder.
  • A combination of Flow and the Inline Visualforce page, on the account detail page.

We will use Process Builder to solve these types of problems.

Let's look at a business scenario. Suppose that Alice Atwood is working as a system administrator at Universal Containers. She has ...

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Publisher Resources

ISBN: 9781789344318Other