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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 4 – calling an Apex class from Process Builder


Process Builder allows you to call an Apex class that includes methods annotated with @InvocableMethod. By calling an Apex class from Process Builder, you can add customized functionalities, such as auto-converting leads, deleting records, or running lead assignment rules. You can also pass a required value into Apex class variables.

When no other process actions can get your job done, by calling an Apex method, you can add customized functionality for your users. You can only call an Apex class from Process Builder or Visual Workflow that have the @InvocableMethod annotation. This means that it is possible to extend the Process Builder functionality by writing an Apex class that executes your business logic, and then invoking the Apex from your process. If the class contains one or more invocable variables, then you have to manually enter values or reference field values from a related record.

Let's look at a business scenario. Suppose...

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