process builder oneview samples table of contents

Process Builder OneView Samples – Table of Contents

Table of Contents

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

[email protected]

https://success.salesforce.com/profile?u=005300000095v5FAAQ

mailto:[email protected]

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



Close Date >= TODAY() + 183


Stage = Future (Picklist)

Wait: 183 Days Before CloseDate

Then: Reset to Need Identification



Stage = Future



Skip to the End

Process Builder Complete

START

?

STOP

STOP





Version: 2



[1] StageName = New










If: Updated records meet all conditionsClose Date < TODAY() + 183





If: Updated records meet all conditionsClose Date >= TODAY() + 183






If: Updated records meet all conditionsStage = Future



Skip to the End


START

?

STOP

STOP


FALSE

TRUE






START

Opportunity

Move to

Need

Identificatio

n Criteria

STOP

STOP





Version: 2



[1] StageName = New











Close Date < TODAY() + 183






Close Date >= TODAY() + 183







Stage = Future



Skip to the End


START

?

STOP

STOP


FALSE

TRUE






START

Opportunity

Move to

Need

Identificatio

n Criteria

STOP

STOP


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


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


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


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)


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

?

?


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




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)


Wait: 7 Days After CloseDate

Then: There was no Immediate Action here




STOP

?


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


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!


Then: This is the last Action



STOP

?


Name: Test Process

Update: Custom Text = Zzzzzzzzzzzz (String)

Skip to the End


STOP

STOP


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