Check out my previous articles:
- Getting Started with Process Builder – Part 84 (Ever Needed to Select Multiple Picklist Values in Process Builder? How About via a Single Condition?!)
- Getting Started with Process Builder – Part 85 (Leveraging Versatility of Rule Criteria – a Deeper Dive!)
- Getting Started with Process Builder – Part 86 (What? Create a Process with No Action? Really?)
In the aforementioned articles, I have discussed few advanced concepts that will help you to optimize your process. If you didn’t get a chance to read it yet, do it now! It will significantly improve your knowledge of Process Builder. Once you master the art of leveraging process builder, you will be able to easily create an optimized process!
In this article, we will unravel a known limitation of process builder by understanding the logic behind using filter conditions in Update Records action.
As far as Update Records action goes, currently, as of (Spring’18 release), only the following two scenarios are possible in process builder:
- When you use a field once, while filtering Update Records Action, then, the process builder will automatically use an ‘AND’ condition between the fields. For example, as shown in the following screenshot, both the fields (Rating and Source) are used once – and therefore, an AND condition is automatically used between them.
In the above scenario, the Source field is used twice. In such a scenario, the process builder automatically creates an OR condition between first and the second use of the Source Field.
Remember, everything happens automatically so, you do not need to define anything.
Now what happens if I use three different fields, where each field is used only once, to define my filter as shown below?:
In this case, the process builder will use an ‘AND’ condition between all the three fields because they are all used only once while filtering the Update Record Action, as shown in the preceding screenshot.
But, now, what if I want to define my own criteria? – as shown in the following screenshot:
Nope! Can not do it!
As mentioned above, one of the limitations of the process builder is that, you cannot write own filter logic in Update Records action – as shown in the preceding screenshot.
However, we are Salesforce Ninjas and that means, we do not accept ‘can not do it’ without a good try/fight!
So, wait for a second, and think! Is it possible to solve the above business use case using process builder? – if your answer is still no, or even maybe, – then, read-on! It is possible that when you reach at the end of the article you may hear yourself saying – Yes, it is possible!
Always remember, impossible can transform into I’m possible if you don’t give up! That is exactly what I am going to show you how to do via this blog!
Let us work through this via a business use case
Business Use Case
Edward Backhouse is working as System administrator at GurukulOnCloud. He has received the following requirement:
Whenever an Opportunity is created/updated with a Stage value prospecting then, update the Account Description field to Yes I Can!, only if, the Account fields meet the following conditions:
Account Rating = Cold AND Status = Active
Account Source = Partner