Tuesday, 28 April 2015

Updating Records thorough Lightening Process Builder

This is post is all about updating records by process builder.

The Process Builder is a new workflow tool that helps you easily automate your business processes by providing a powerful and user-friendly visual representation of your process as you build it. The Process Builder’s simple and powerful design allows you to:
  • Create your processes using a convenient visual layout with point-and-click efficiency.
  • Create your whole process in one place rather than using multiple workflow rules.
  • Create processes by collaborating with different teams in your business.
  • Stop using Apex code to automate simple tasks.
Automated processes in the Process Builder consist of criteria that determine when to execute action groups and immediate and scheduled actions to execute when those criteria are met. Any change that causes a record to match the criteria can automatically trigger the action group.
You can use the more powerful and flexible Process Builder to perform the same actions as workflow. The process builder doesn’t support outbound messages, but you can easily create one yourself with Apex. With the Process Builder, you can:
  • Create a record
  • Update any related record—not just the record or its parent
  • Use a quick action to create a record, update a record, or log a call
  • Launch a flow—as an immediate or a scheduled action
  • Send an email
  • Post to Chatter
  • Submit for approval

Use Case of Process Builder (Updating Related Records)

Step-1 - Go to setup--> Create-->Work flow & Approval--> Process Builder
Step-2- Create New button and enter name,descriptions finally click save button.
Step-3 - 



Step-6 Activate Process.

Below is the process builder designed to update all opportunities when contact type is changed.

Deploying Process Builder.

W can deploy through change set. There is nothing like process builder in component list of change set. Process builder will be available under flows in change set component list.

Monday, 13 April 2015

Sending a mail to Opportunity Owner when stage changes

Hi Guys,

This is straight forward and simple one. We can achieve it both ways by trigger and workflow. It is always suggested to go by salesforce standard functionality(Workflow) .

Note- Opportunity owner should be notified only when stage is changed.(Stage should have some value) .

Step-1: Create Workflow.
Step-2: Choose Evaluation criteria as defined below.

Note:- Ischanged formula supports above evaluation criteria.

Step-3: Choose Rule criteria as "Formula Evaluates true".
Step-4: Add below formula.

Step-5 Create email alert and choose email template.
Now we are ready to test. Waiting for your test results