Salesforce Process Builder Quick Start Guide

Launching the Flow from Process Builder

Now, we will create a process to launch the Flow that we just created:

1. To create a process, navigate to Setup (gear icon) | Setup | PLATFORM TOOLS | Process Automation | Process Builder in Lighting Experience, click on the New button, and enter the following details:
   • Name: Enter the name of the process - Custom metadata type in Flow -PB.
   • 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