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The Process Builder is a workflow tool that helps you easily automate your business processes by providing a powerful and user-friendly graphical representation of your process as you build it.

1
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If you mean by having "Content" that it has a value Instead of having all of those steps: Have ONE check that is Records meeting criteria Have for the criteria Field NOT EQUAL to Global Constant …
answered Nov 20 '15 by Eric
4
votes
if it was ever active, all you can do is clone it then edit the clone Per your comment, Hi Eric, Thanks for the update. But i see Edit Properties on other PB flows which are in inactive status …
answered Oct 4 '15 by Eric
1
vote
For each string AMER and EMEA, create a separate condition then use the logic to set them to OR
answered Oct 28 '15 by Eric
1
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Seems to be a bug in Process builder. I have confirmed that a WFR that Updates the Name of a record when created in the presence of a validation rule with criteria NOT(ISNEW()) works correctly. So i …
answered Oct 22 '15 by Eric
8
votes
Process builder deploys in an inactive state. If test methods are written around its results snd this blocks your deployment you have the following options: Manually create the PB in production an …
answered Oct 13 '16 by Eric
1
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It is there to allow you to add an additional logic check. Other than being an empty spot on the page it is not doing anything. At this point you just have to "deal with it" as it is purely aesthetics …
answered Sep 28 '15 by Eric
2
votes
Check your list view settings. You are most likely filtering the classes in the list by default If it does not Say "All" or has an "Edit View" link then it is not set to the default "All" list tha …
answered May 10 '17 by Eric
1
vote
All the docs state Accounts, contacts, opportunities. You could always try it with a custom object. It uses the ID after all. Otherwise you could create an apex email service and process the emails yo …
answered Sep 12 '16 by Eric
1
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Change they type to whenever created or edited Use the ownerid part in the criteria. If you want to exclude insert add !isNew() to the criteria
answered Mar 21 '19 by Eric
2
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I have found that when doing cross object stuff with Process Builder it is hit or miss on if it finds a value or not. There are some bugs there. What I have done it create a formula field on the init …
answered Jan 17 '16 by Eric
0
votes
Some optimizations: AND( [Account].Account_Manager__c != null, [Account].Date_Account_Manager_Changed__c != null, TEXT([Account].Account_Manager_Assignment_Status__c) = '7 Days' ) Removed: TEXT([A …
answered Sep 16 '16 by Eric
2
votes
As a workaround you could write a trigger / code to allow the fields the PB is updating to be edited but no other fields. Downside would be the user could edit those as well...But it may be a viabl …
answered Apr 18 '17 by Eric
2
votes
I believe you are subject to this when a task is created as a result of Send an email: https://help.salesforce.com/apex/HTViewSolution?id=000213837&language=en_US Workflow rule not triggered afte …
answered Nov 7 '16 by Eric
2
votes
This happens when a child record is updated and there is a rollup-summary on the parent. An update to the child will cause the parent to also update: A roll-up summary field can trigger workflow …
answered Apr 4 '17 by Eric
2
votes
I would think this could work however it is al or nothing kind of solution : In your Invocable method, when calling from the process builder pass in a true value: public static pbStartedThis = false …
answered Aug 24 '17 by Eric

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