Edward Backhouse is working as System administrator at GurukulOnCloud. At GurukulOnCloud they are using Process Builder to streamline Sales Processes. Today, Edward received a requirement to auto-update Contact Description field to Eligible for free trainings – if account Type =Partner 

Solution for the above business requirement

There are few possible solutions for the above business scenario, but we will use Process Builder to solve the above business requirement. Before trying to understand the technical aspect of the solution, let us spend some time to understand the Case formula in Salesforce and how to use it. 

1. To create a new process from scratch, click on the New Button available on Process Management page. A popup will appear where you have to enter the Name (Use Reference picklist field – process criteria formula as the name), API Name and Description as shown in the screenshot below:
   
2. Once you are done, click on the Save button.
3. Click on the Object node to add object and then select the Contact object. For the entry criteria, select when a record is created or edited, as shown in the screenshot below:
4. Once you are done, click on the Save button.
5. The next task is to add Process Criteria, so that process will only fire when it meets the stated criteria. To do this click on Add Criteria, enter Name, Type of action and set filter conditions, and follow the instructions below
   1. For Formula evaluates to true, select Build Formula
   2. Enter the folloiwng formula – NOT(ISBLANK([Contact].AccountId)) && CASE([Contact].Account.Type,”Partner”,1,0)=1
      At the end, process criteria will look like the following screenshot: 
      
6. Once you are done, click on the Save button.
7. Now we have to add an Immediate action to the Process to create a quotation record. Click on Add Action (Under Immediate actions), Select the type of action (In our case Update Records), and then fill the values into fields to define the action – as shown in the following screenshot:
   
8. Once you are done, click on the Save button. 
9. In the end, your Process will look like the following screenshot:
10. Do not forget to activate the Process by clicking on the Activate button.

It’s time to test this feature

Next time, when Contact records are created, or updated, by the user, the process we created (Using Process Builder) will fire and check the criteria – if the Contact is not associated with an Account record – then it will not give the error, as shown in the following video. 

I hope you learnt couple of new ideas from the blog: (1) how to leverage one of the most underutilized feature of the Define Criteria for the Action Group – ‘Formula evaluates to true’;

Note: – I am thankful to Resco.net and Smartcloud.io for sponsoring my blog.

Technical Editor and Proofreader: - Munira Majmundar