process builder oneview samples table of contents
TRANSCRIPT
Process Builder OneView Samples – Table of Contents
Table of Contents Page 1
Process Builder OneView Utility Page 2
Typical Process Builder Screenshot Page 3
OneView Sample Flow Diagram Page 4
OneView Sample Flow Details Page 5
OneView Sample Flow – Combined Page 6
OneView Sample Flow – Combined Page 7
Complex Flow Screenshot Page 8
Complex Flow Diagram Page 9
Complex Flow Details Pages 10-13
Contact: Eric Smith
https://success.salesforce.com/profile?u=005300000095v5FAAQ
Process Builder - Stage: Move from New to Need Identification
FALSE
TRUE
Move Stage to Need Identification
Move Stage to Future
183 Days Before CloseDate
Reset to Need Identification
IMMEDIATE ACTIONS SCHEDULED ACTIONS
START
Opportunity
Move to
Need
Identificatio
n Criteria
STOP
STOP
Process Builder OneView | Version 1.0 1 of 1 (7/29/2016) Copyright 2016 - Eric R. Smith
Name: Stage: Move from New to Need Identification
Description: If all criteria are met then move the Opportunity Stage from New to Need Identification
API Name: Stage_Move_from_New_to_Need_Identification
Version: 2
Start: When Opportunity record is created or edited
If True: Move to Need Identification Criteria
[1] StageName = New
[2] CloseDate >= TODAY()
[3] Description <Is Null> False
[4] WFR_Renewal__c = True
[5] Previous_contract_end_date__c <Is Null> False
[6] WFR_Renewal__c = False
Logic: 1 AND 2 AND 3 AND ((4 AND 5) OR 6)
Execute actions only when specified changes are made to the record
Then: Move Stage to Need Identification
Update Record - [Opportunity]
If: Updated records meet all conditions
Close Date < TODAY() + 183
Update: IsFlow = True (Boolean)
Stage = Need Identification (Picklist)
And: Move Stage to Future
Update Record - [Opportunity]
If: Updated records meet all conditions
Close Date >= TODAY() + 183
Update: IsFlow = True (Boolean)
Stage = Future (Picklist)
Wait: 183 Days Before CloseDate
Then: Reset to Need Identification
Update Record - [Opportunity]
If: Updated records meet all conditions
Stage = Future
Update: IsFlow = True (Boolean)
Stage = Need Identification (Picklist)
Skip to the End
Process Builder Complete
START
?
STOP
STOP
Process Builder OneView | Version 1.0 1 of 1 (7/29/2016) Copyright 2016 - Eric R. Smith
Name: Stage: Move from New to Need Identification
Description: If all criteria are met then move the Opportunity Stage from New to Need Identification
API Name: Stage_Move_from_New_to_Need_Identification
Version: 2
Start: When Opportunity record is created or edited
If True: Move to Need Identification Criteria
[1] StageName = New
[2] CloseDate >= TODAY()
[3] Description <Is Null> False
[4] WFR_Renewal__c = True
[5] Previous_contract_end_date__c <Is Null> False
[6] WFR_Renewal__c = False
Logic: 1 AND 2 AND 3 AND ((4 AND 5) OR 6)
Execute actions only when specified changes are made to the record
Then: Move Stage to Need Identification
Update Record - [Opportunity]
If: Updated records meet all conditionsClose Date < TODAY() + 183
Update: IsFlow = True (Boolean)
Stage = Need Identification (Picklist)
And: Move Stage to Future
Update Record - [Opportunity]
If: Updated records meet all conditionsClose Date >= TODAY() + 183
Update: IsFlow = True (Boolean)
Stage = Future (Picklist)
Wait: 183 Days Before CloseDate
Then: Reset to Need Identification
Update Record - [Opportunity]
If: Updated records meet all conditionsStage = Future
Update: IsFlow = True (Boolean)
Stage = Need Identification (Picklist)
Skip to the End
Process Builder Complete
START
?
STOP
STOP
Process Builder - Stage: Move from New to Need Identification
FALSE
TRUE
Move Stage to Need Identification
Move Stage to Future
183 Days Before CloseDate
Reset to Need Identification
IMMEDIATE ACTIONS SCHEDULED ACTIONS
START
Opportunity
Move to
Need
Identificatio
n Criteria
STOP
STOP
Process Builder OneView | Version 1.0 1 of 1 (7/29/2016) Copyright 2016 - Eric R. Smith
Name: Stage: Move from New to Need Identification
Description: If all criteria are met then move the Opportunity Stage from New to Need Identification
API Name: Stage_Move_from_New_to_Need_Identification
Version: 2
Start: When Opportunity record is created or edited
If True: Move to Need Identification Criteria
[1] StageName = New
[2] CloseDate >= TODAY()
[3] Description <Is Null> False
[4] WFR_Renewal__c = True
[5] Previous_contract_end_date__c <Is Null> False
[6] WFR_Renewal__c = False
Logic: 1 AND 2 AND 3 AND ((4 AND 5) OR 6)
Execute actions only when specified changes are made to the record
Then: Move Stage to Need Identification
Update Record - [Opportunity]
If: Updated records meet all conditions
Close Date < TODAY() + 183
Update: IsFlow = True (Boolean)
Stage = Need Identification (Picklist)
And: Move Stage to Future
Update Record - [Opportunity]
If: Updated records meet all conditions
Close Date >= TODAY() + 183
Update: IsFlow = True (Boolean)
Stage = Future (Picklist)
Wait: 183 Days Before CloseDate
Then: Reset to Need Identification
Update Record - [Opportunity]
If: Updated records meet all conditions
Stage = Future
Update: IsFlow = True (Boolean)
Stage = Need Identification (Picklist)
Skip to the End
Process Builder Complete
START
?
STOP
STOP
Process Builder - Stage: Move from New to Need Identification
FALSE
TRUE
Move Stage to Need Identification
Move Stage to Future
183 Days Before CloseDate
Reset to Need Identification
IMMEDIATE ACTIONS SCHEDULED ACTIONS
START
Opportunity
Move to
Need
Identificatio
n Criteria
STOP
STOP
Process Builder OneView | Version 1.0 1 of 1 (7/29/2016) Copyright 2016 - Eric R. Smith
Process Builder - Test Process
FALSE
FALSE
FALSE
FALSE
Test Manager Approval
Post to a Group
Post to a User
Quick Action Record Create
Quick Action Log a Call
Test Action Update Record
IMMEDIATE ACTIONS
TRUE
Create Record Action
IMMEDIATE ACTIONS
TRUE
IMMEDIATE ACTIONS
TRUE
Update my Original Record - No Criteria
Update Related Record - Criteria
Run flow Action and pass Variable
My Chatter Post
My Quick Action
Submit for default approval-current user
Chatter Post - to User
7 Days After CloseDate
There was no Immediate Action here
10 Hours Before NewField__c
Second Scheduled Actions
SCHEDULED ACTIONS SCHEDULED ACTIONS
TRUE
This is the last Action
IMMEDIATE ACTIONS
Apex Action with Variable
Another Record Update
START
Opportunity
Meet
Criteria
and Logic
Evaluate
a Formula STOP
Only if
Changed STOP
Just Do
It STOP
STOP
Process Builder OneView | Version 1.0 1 of 1 (7/20/2016) Copyright 2016 - Eric R. Smith
Name: Test Process
Description: This is a test Process Builder Flow for my PB Printer program
API Name: Test_Process
Version: 3
Start: When Opportunity record is created only
If True: Meet Criteria and Logic
[1] LastModifiedBy.CommunityNickname <Starts With> ABC123
[2] CreatedDate <Is Null> False
[3] DeliveryInstallationStatus__c <Contains> Yet to begin
Logic: (1 AND 2) OR 3
Execute actions every time this process runs
Then: Update my Original Record - No Criteria
Update Record - [Opportunity]
If: No criteria—just update the records!
Update: Amount = 99 (Currency)
And: Update Related Record - Criteria
Update Related Record - [Opportunity].Owner ID.Contact ID.Assets
If: No criteria—just update the records!
Update: Install Date = [Opportunity].CreatedDate (Reference)
Asset Name = My Asset Name (String)
Continue to Next Criteria
If True: Evaluate a Formula
[1] ([Opportunity].LastReferencedDate <= $System.OriginDateTime) = True
Logic: All of the conditions are met (AND)
Execute actions every time this process runs
Then: Create Record Action
Create Record - Campsite_Reservation__c
Assign: Campsite = 123456 (ID)
User = [Opportunity].OwnerId (Reference)
And: Run flow Action and pass Variable
Execute a Flow - Update Lines [Update_Lines]
Variable: OpportunityId = OppIDhere (String)
And: My Chatter Post
START
?
?
Process Builder OneView | Version 1.0 1 of 4 (7/31/2016) Copyright 2016 - Eric R. Smith
Name: Test Process
And: My Chatter Post
Post to This Record
Post: This is my action showing the fiscal year: {![Opportunity].FiscalYear}
And: My Quick Action
Execute Quick Action on Account - Update Account Information
Field Values: Related Record ID = recIDhere (ID)
Account Name = AcctName (String)
Employees = 12 (Number)
And: Submit for default approval-current user
Submit for Approval (Default Approval)
Submitted By: Current User
Comment: Submission comments all go here
And: Another Record Update
Update Record - [Opportunity]
If: No criteria—just update the records!
Update: Amount = 100 (Currency)
And: Chatter Post - to User
Post to User - [Opportunity].CreatedBy.Id
Post: Just another message
And: Apex Action with Variable
Call Apex Class - [TasksUtils]
Variable: accountIds = [Opportunity].Account.Id (Reference)
Skip to the End
If True: Only if Changed
[1] IsClosed = True
[2] IsDeleted = False
[3] Amount <Is Changed> True
Logic: All of the conditions are met (AND)
Execute actions every time this process runs
Wait: 7 Days After CloseDate
Then: There was no Immediate Action here
Update Record - [Opportunity]
If: No criteria—just update the records!
Update: Amount = 200 (Currency)
STOP
?
Process Builder OneView | Version 1.0 2 of 4 (7/20/2016) Copyright 2016 - Eric R. Smith
Name: Test Process
And: Post to a Group
Post to Chatter Group - Test Group
Post: This post is to my Test Chatter Group
And: Post to a User
Post to User - Eric Smith
Post: This message is to a hard coded user
And: Quick Action Record Create
Execute Quick Action on Case - NewCase
Field Values: Status = New (Picklist)
Description = Test my Create Record Quick Action (String)
And: Quick Action Log a Call
Execute Quick Action on Task - LogACall
Field Values: Subject = My Subject (String)
And: Test Action Update Record
Execute Quick Action on Task - UpdateStatus
Field Values: Related Record ID = RelRecIDhere (ID)
Status = Not Started (Picklist)
And: Test Manager Approval
Submit for Approval [Manager Signoff]
Do not skip the entry criteria for this process
Submitted By: Chatter Expert
Comment: This is just a test approval process
Wait: 10 Hours Before NewField__c
Then: Second Scheduled Actions
Update Related Record - [Opportunity].Created By ID.Account ID
If: Updated records meet all conditions
Account Number = ABC123
Update: D-U-N-S Number = 555-78 (String)
Skip to the End
If True: Just Do It
Logic: No criteria—just update the records!
Execute actions every time this process runs
Then: This is the last Action
Update Record - [Opportunity]
If: No criteria—just update the records!
STOP
?
Process Builder OneView | Version 1.0 3 of 4 (7/20/2016) Copyright 2016 - Eric R. Smith
Name: Test Process
Update: Custom Text = Zzzzzzzzzzzz (String)
Skip to the End
Process Builder Complete
STOP
STOP
Process Builder OneView | Version 1.0 4 of 4 (7/20/2016) Copyright 2016 - Eric R. Smith