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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

Adding an action to a process

Once you are done with the process criteria node, the next step is to add an immediate action to create a contract. For this, we will use the Create a Record action, available in Process Builder. You can add multiple immediate and scheduled actions for a particular criteria node. The only limitation is the maximum number of criteria nodes that you can add in one process, which is 200. Immediate actions are executed as soon as the evaluation criteria are met.

Scheduled actions are executed at a specified time. We will add an immediate action with the following steps:

  1. We need to add one immediate action to auto-create a record. For this, we will use the Create a Record action, available in Process Builder. Click ...

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Publisher Resources

ISBN: 9781789344318Other