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:
   • Name: Enter the name of the process - Update open opps - out of business accounts.
   • 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...