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

Style in LWC

 Following are the ways we can apply in CSS in LWC. 1. Inline CCS Inline CSS is not recommended approaches, it is take highest priority among all CSS. style="color:green;font-size:10px;" is inline CSS added to div < template >     < lightning-card title = "Inline CSS" >         < div >             < div style = "color:green;font-size:10px;" > This is inline Style div </ div >         </ div >     </ lightning-card > </ template >  2. External CSS style can be applied to an elements such as h1, p,div span etc. It can applied to class using "." notation. for example .user{} It can also be applied to pseudo class.  for example .user:hover{} Id locator is not being used in LWC to apply style To apply external css, need to create separate CSS file, file name should be exactly matched with component name. for example - If component name is ...
Post a Comment
Read more

How to Create/Delete file attachments(Content Document) through Apex ?

 There are 3 standard salesforce objects to store file attachments. Content Document, ContentDocumentVersion, ContentDocumentLink.  Here is the article to talk about these objects and relationship.  https://www.forcetalks.com/blog/contentdocument-and-contentversion-in-salesforce-an-overview/ ContentDocumentVersion ContentDocumentLink This post is all about how to create/delete content document though Apex. Here is code snippet // Insert Content Version record ContentVersion contentVersionRec = new ContentVersion(Title='filename',PathOnClient ='FileName.pdf',VersionData = bodyBlob,origin = 'H'); INSERT contentVersionRec; // this will insert one record in ContentDocument and ContentVersion , ContentDocument  is parent and  ContentVersion is child record // get contentdocument id contentVersionRec = [SELECT Id, Title, ContentDocumentId FROM ContentVersion WHERE Id = :contentVersionRec .Id LIMIT 1]; // Create Content Document Link record- This will attach ...
Post a Comment
Read more

Lifecycle hooks in LWC

There are 3 phase of LWC component  1. Mounting  A. constructor, B. connnectedCallback C. render D. renderedCallback 2. UnMounting  A. disconnectedcallback 3. Error  A.errorcallback Note - render is not lifecycle hook, it is protected method of Lightning element class. Mounting Phase LWC Creation and Render Life cycle Constructor Method ·        This method called when component is instantiated and It flows from parent to child component. ·        Need to call Super() inside constructor method ·        Can’t access any component properties or child component because it’s not ready yet. ·        Host element can be accessed through “this. template” inside constructor method. ·        Don’t add any attributes to host inside constructor C   constructor (){          super (); //...
Post a Comment
Read more