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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

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
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Publisher Resources

ISBN: 9781789344318Other