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Salesforce Process Builder Quick Start Guide

You're reading from   Salesforce Process Builder Quick Start Guide Build complex workflows by clicking, not coding

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Product type Paperback
Published in Jul 2018
Publisher
ISBN-13 9781789344318
Length 170 pages
Edition 1st Edition
Concepts
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Author (1):
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Rakesh Gupta Rakesh Gupta
Author Profile Icon Rakesh Gupta
Rakesh Gupta
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Hands on 8 – executing multiple criteria of a process


Since the Summer 2016 release of Process Builder, it has become possible to choose what happens after your process executes a specific action group. Should the process stop, or should it continue to evaluate the next criteria in the process? Use this option to efficiently manage multiple business requirements in one process.

It is easy to manage all of your processes for a given object, like a lead, in one place:

Let's look at a business scenario. Suppose that Alice Atwood is working as a system administrator at Universal Containers. She has received a requirement from the management; once a task has successfully closed five days before its due date, auto-update the Eligible for bonus checkbox to true.

There are two possible solutions for the preceding business requirement:

  • Create a new process to solve the business requirement
  • Use an existing process, and add one more criteria to it

We will use the second approach to solve the preceding business...

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