At this point, we’ll now jump to the process builder to finalize our process. There’s a lot in here and we’re only doing a brief process. As you work with this part of the system you’ll inevitably discover more and more things that you can do with the new builder.
Go to Setup and search for “Process Builder”. Click the resulting link and you’ll be brought to the builder itself (which in a way seems very separate from Salesforce but it’s more like diving deep into the platform).
Once it loads, you’ll see some existing processes (2 of which are just samples). You want to click New on the right hand side of the page.
Give the process a name and description…
Once saved, you’ll now get the “flow chart” designer that allows you to define the process including the object it’s working on (triggered by), the criteria and the actions.
Click “Add object” to choose which object this is triggered upon. Here we will chose the “Order” object (this object is fairly new and also has to be enabled – maybe a future tip on the orders….).
After clicking next, you can now select the criteria and set the criteria. In this case, we’ve chosen the criteria to be when an order equals draft. What I personally like is that you have the ability to have multiples like “Is Changed” and now “Equals” to actually create a “Changes to….” scenario.
Finally, add in the action or select the action of what happens when the criteria is met. Here it is an “Email Alert” where we’ll chose the alert made in our previous tip.
Once saved, you’ll then activate the process. To test you can create an order with status of draft and the email will be sent. For protections, we may want to have other criteria in place to prevent the same email going out with each order edit as well. Maybe not draft but “activated” for status and have the “is changed” flag as well. A copy of our email is below:
Be sure to join our webinar this coming month (or see our Youtube page afterwards) as we’ll explain everything above a bit more in depth. Until then though I invite you to explore the new builder — it’s worth a look.
Written by Prahba Krishnamurthy/Corey Babka