Professional Documents
Culture Documents
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1 . Navigation :
------------
Setup
|
|--->Build
|
|--->Create
|
|--->Workflow &Approvals
|
|------>Approvals
|
|--->New Approvals
Jump Start Wizard : When we want to create single step Approval process then select
Jump Start Wizard.
==================
Standard setup wizard : When we want to create multistep approval process then We
will select standard setup wizard
======================
The records which are meeting this criteria can only be submitted for
approval
Note : If you are using criteria based condition then we can form 25
conditions in a single Codition.
======
Step 3: Select the email template to notify the approver that record is sent to
him for approval
Step 5: Select the list of users who can submit the record for approval
Approvalprocess actions : [New Task, Filed Update, Email Sending, Outband Messages]
=========================
1. Initial Submission Actions : Initial submission actions take place when a
record is initially submitted for approval.
For example, an initial submission action
can change a record's status to "Pending" or send a notification email.
2. Final Approval Actions : Final approval actions take place after a record
has received all necessary approvals.
For example, a final approval action can change a
record's status to "Approved" or send a notification email.
3. Final Rejection Actions : Final rejection actions take place when a record
has been completely rejected from the approval process.
For example, a final rejection action can change a
record's status to "Rejected," send a notification email, or unlock the record.
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Example :
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Fields :
----------------------------------------------------------------------
Approval Process :
-----------------------------------------------------------------------
Submit Step :
===============
1. Object : Account
6. When multiple approvers are selected : Approve or reject based on the FIRST
response.
7. Click on Save
Apporoval Actions :
===================
4. Recall Actions :
------------------
Observation :
=============
Example 2 :
==========
1. Create an object :
Fields :
----------------------------------------------------------------------
Approval Process :
-----------------------------------------------------------------------
Submit Step :
===============
1. Object : Student
5.AutoMaterd : None
Apporoval Steps1:
===================
Rejection Action :
===================================================================================
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Process Builder :
=================
|-----------------------------------------------|----------------------------
----------------------|
| | |
| Process Builder [8 actions ] | Workflow [4 actions]
|
| |
|
|-----------------------------------------------|----------------------------
----------------------|
| | |
| 1 . Created a Record | 1 . New Task
Create |
| | |
| 2 . Submit for Approval | 2 . Email
sending |
| | |
| 3 . Email Alert | 3 . Field update
|
| | |
| 4 . Post to chatter | 4 . Send Out
bound messages |
| | |
| 5 . Field update |
|
| | |
| 6 . Apex |
|
| | |
| 7 . Launch a wizard |
|
| | |
| 8 . Quick Actions |
|
| | |
|-----------------------------------------------|----------------------------
----------------------|
1. Navigation :
---------------
Setup
|
|--->Build
|
|--->Create
|
|--->Workflow & Approvals
|
|------> Process Builder
|
|---> New Process Builder
===================================================================================
==================================================
2 . Add the Object : Account [ when a record is created or edited ] click on Save
3 . Add the Criteria : Amount > 100000. [Criteria Name also Same ]
Select : All of the conditions are met (AND)
4 . Add the Action : Action Type --> Create a Record.
5 . Save.
===================================================================================
==================================================
2 . Add the Object : Account [ when a record is created or edited ] click on Save
3 . Add the Criteria : Amount > 100000. [Criteria Name also Same ]
Select : All of the conditions are met (AND)
5 . Save.
===================================================================================
==================================================
2 . Add the Object : Account [ when a record is created or edited ] click on Save
3 . Add the Criteria : Amount > 100000. [Criteria Name also Same ]
Select : All of the conditions are met (AND)
Email Alert ---> Select the Email Alert [or] Create new
Email Alert
5 . Save.
===================================================================================
==================================================
Chatter is a corporate network that lets your users work together, talk to each
other, and share information, all in real time
2 . Add the Object : Account [ when a record is created or edited ] click on Save
3 . Add the Criteria : Amount > 100000. [Criteria Name also Same ]
Select : All of the conditions are met (AND)
Ex : Hello
New Account is Created {![Account].Name} with
the Amount {![Account].Amount__c}
Thanks .
5 . Save.
===================================================================================
=================================================
2 . Add the Object : Account [ when a record is created or edited ] click on Save
3 . Add the Criteria : Amount > 100000. [Criteria Name also Same ]
Select : All of the conditions are met (AND)
Set new field values for the records you update : Title --
String -- Venkat Yadav
5 . Save.
Note :
******
1 . Using Process Builder "Parent to Child" & "Child to Parent" Field Update
Possible.
===================================================================================
===================================================
Example : Apex Class Methad [When Account Status = 'Closed' then Automatically
Contacts Status Should be Closed]
=========
1 . Process Name : Apex Class Methad When Account Stutas ='Closed' Auto
Contact Status ='closed'
The process starts when : A Record changes
2 . Add the Object : Account [ when a record is created or edited ] click on Save
5 . Save.
Apex Class :
===========
NOTE :
******
1 . in order to invoke Apex class From Process Builder, you need to make sure
the class has a method declared with "@invocableMethod" annotation
===================================================================================
=================================================
1 . Process Builders cannot handle before DML It executes after a record has been
created or updated.
Whereas Apex triggers can handle both before and after DML operations.
2 . Process Builder cannot handle delete and undelete DML. Whereas Apex triggers
can handle all DML operations.
3 . Whenever a particular use case is not possible using Process Builder, consider
using Apex triggers.