Automation Champion

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  • Tag: Time based action in process builder

    • Getting Started with Process Builder – Part 89 (Time-based Action for Anytime Record is Created or Edited)

      Posted at 9:02 AM by Rakesh Gupta, on June 27, 2018

      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?)
      • Getting Started with Process Builder – Part 87 (Untangling the Perplexing Filter Logic of ‘Updating Records Action’!)

      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!

      It is difficult to overstate the power of Process Builder. Despite that, however, Process Builder does have some limitations. In this article, we will unravel a couple of known limitations of Process Builder and create a workaround by using Process Builder and Visual Workflow.

      The limitation relates to setting up Scheduled Actions. To set up scheduled actions, a process has to meet one of the following bullet points:

      • Start the process only when a record is created (1)
      • Or, start the process when a record is created or edited (2). And, in addition, select the advanced option to execute actions only when specified changes are made (3).

      But, what if you want to add a scheduled action when a record is created or edited and without selecting the advanced options checkbox?

      Let’s look at a real-world scenario that I recently encountered. 

      Business Use Case

      Before going ahead let us review the aforementioned known issue again – Process Builder updates Task – WhoId field only through inline edit but not through normal edit. This mainly applies to Org where – Allow Users to Relate Multiple Contacts to Tasks and Events – feature is enabled.

      In light of the above-known issue framework, let us now look at a business case.

      Edward Backhouse is working as System administrator at GurukulOnCloud. At GurukulOnCloud they are using Mircosoft Office 365 as their email client. Using Third-party applications they are syncing Salesforce – Microsoft Outlook calendar. They have enabled, Allow Users to Relate Multiple Contacts to Tasks and Events feature in Salesforce. 

      Edwards created a process in the past to update WhoId/NameID to null (similar to what is explained in the Salesforce known issue) when Subject contains a word Outlook, but because of the above-known issue, it is no longer working.  Read the rest of this entry!

      Posted in Process Builder | 1 Comment | Tagged adm 201 certification, always fire time based process builder, create a time based process builder, every time fire time based process builder, Platform App Builder, Platform App Builder Exam, salesforce Admin exam, Salesforce Freelancer, Salesforce Independent Architect, Salesforce Independent Consultant, Salesforce Online Training, Time based action in process builder, Time based action in process builder which always fires, Time-based Action for Anytime Record is Created or Edited, Time-based Action for Anytime Record is Created or Edited - Process Builder, Time-Based Process Builder, Visual workflow, Visual Workflow use case
    • Getting Started with Process Builder – Part 28 (Auto Freeze Users Account)

      Posted at 6:37 PM by Rakesh Gupta, on June 11, 2015

      Big Idea or Enduring Question:

      There are a few situations where the user account requires more work before deactivating it. To prevent users from logging into the organization while you perform the steps to deactivate them, you can freeze user accounts. To freeze a user account, you have to navigate to the user record and then click on the Freeze button.

      Objectives:

      After reading this blog post, the reader will be able to:

      • Create a Flow
      • Use Process Builder to automate freezing a user
      • Launch a Flow from Process Builder 

      Business Use case

      Steven Greene is working as a System administrator in Universal Container. He received a new requirement to automate the user freeze process. They want to allow their system administrators or delegated administrators to enter a user’s account freeze date and the system will auto-freeze the user account on that day.

      Automation Champion Approach (I-do):

      We will use Process Builder and Flow to solve the above business requirement in order to keep it scalable and declarative.

      Before proceeding, you may want to follow this link: UserLogin to help you understand the UserLogin object.

      Before discussing it, let me show you a diagram of a Process Flow at a high level. Please spend a few minutes to go through the following Flow diagram and understand it.

      Let’s begin building this automation process.

      Guided Practice (We-do):

      There are 3 steps to solve Steven’s business requirement using Flow and Process Builder. We must: Read the rest of this entry!

      Posted in Process Builder, Salesforce Flow, User Management | 18 Comments | Tagged Add Criteria Proces builder, ADM 201, adm 201 certification, adm 201 salesforce, Auto Freeze Users Account, Auto Freeze Users Account in Salesforce, Deactivate a proces, deactivate User, Enable Process Builder, Evaluate the rule when a record is, Evaluate the rule when a record is created, FLow and Process builder example, flow builder in salesforce, flow builders, Freeze a user account, Freeze Users Account, Freeze Users Account in Salesforce, How to activate Process builder, how to use Process builder, IsFrozen, IsFrozen in Salesforce, Lightning Flow, lightning flows in salesforce, Lightning Process builder, PD I DUmps, Platform App Builder dumps, Platform App Builder Exam, Platform Developer I dmps, Process Builder example, Process Builder examples, Process Builder Salesforce, Process builder use case, sales force automation software, salesforce Admin exam, salesforce automation, salesforce automation tools, salesforce certified developer exam, salesforce flows, salesforce lightning flow, salesforce lightning flow examples, Time based action in process builder, Time based process action, Use Flow to Freeze user, Use Flow to Freeze user account, Use Flow to Freeze users, Use Process to Freeze user, User management, User management in Salesforce, UserLogin, UserLogin object
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    • Getting Started with Salesforce Flow – Part 43 (Dynamic Approval Routing in Salesforce)
    • Getting Started with Salesforce Flow – Part 57 (Adding Validation to Flow Screen Components)
    • Getting Started with Salesforce Flow – Part 59 (Clone a Chatter Group with Members)
    • Getting Started with Salesforce Flow – Part 11 (Count Number of records in a Record Collection Variable)
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    • Getting Started with Process Builder - Part 1 (Automatically Create a record)
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