Skip to main content

Updating Records thorough Lightening Process Builder

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

Overview
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-4

Step-5




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.
Labels:

Comments

Post a Comment

Popular posts from this blog

How to Create a Tooltip in Lightning Datatable ?

Imagine you have a datatable displaying a list of Contact records , and one of the columns shows the Account Name . The Account Name is a hyperlink that allows users to navigate to the Account record page. But what if users want to take a quick glance at some key Account fields —like Phone or Address—without navigating to the Account record? In Salesforce Classic, this was achieved using the Mini Page Layout feature from standard page. However, in Lightning Experience, we can implement a similar feature by adding a tooltip to the data table. Solution Overview: We’ll create a Lightning Web Component (LWC) that: Displays a data table with a clickable Account Name . Provides a tooltip that shows the Account's Phone and Address fields when users hover over the Account Name. Implementation Steps: 1. Data Preparation We need to retrieve the following fields for each Contact and its associated Account: Contact Fields : Name, Phone, Email Account Fields : Name, Phone, Billing Addre...
Post a Comment
Read more

📆 How to Get the Start and End Date of the Previous Quarter in Apex ?

 When working with Salesforce data, it's often necessary to filter or report on records from a specific quarter . If you're looking to retrieve the start and end dates of the previous quarter based on the current date, here’s a simple and reusable Apex utility you can use. 🔧 Apex Utility Methods Below are two helper methods: getStartDate() — Calculates the start date of the previous quarter . getEndDate() — Calculates the end date of the previous quarter , based on the start date. // Helper method to get the start date of the previous quarter private Date getStartDate () {     Date today = Date . today ();     Integer currentYear = today . year ();     Integer currentMonth = today . month ();     // Determine the first month of the previous quarter     Integer previousQuarterStartMonth = (( currentMonth - 1 ) / 3 ) * 3 + 1 - 3 ;     // Adjust the year if the previous quarter falls in the previ...
Post a Comment
Read more

Add/Remove Functionality in a VF page for Creating Multiple Records For a Particular Object.

Hi Guys This is a very simple post. I had come across a scenario where I was asked to develop some functionality where user can create list of records at a time(clicking on save button on one time) and can remove row. Here I have created a pageblock table and there I am displaying 5 rows to enter data and there column, Name , Phone and Action. In Action column Delete link is present.When that link(Delete) is clicked then particular row will be removed. Two button is there Add Row and Save. Add Row-->  When that button is clicked one more row will be created in the pagablock table Save--> It will save the record. Here is the page <apex:page controller="creatingListOfRecordsController">     <apex:form >              <apex:pageBlock title="Creating List Of Account Records">         <apex:pageMessages></apex:pageMessages>             ...
13 comments
Read more