• Prerequisite for Process Builder
    • Go to Setup >> Customize >> Chatter >> Feed Tracking
    • Hover over the Session object
    • Click the Checkbox to Enable Feed Tracking and all other checkboxes for fields to be checked off within it
    • Click Save. This will enable collaboration on Session records

 

  • Give Process a name and records to work with
    • Click Setup
    • Click Create >> Workflow & Approvals >> Process Builder
    • Click New >> Give it a name. Save it
    • Click Add Object
    • Under Object, type Session
    • Choose “When record is created or edited”
    • Click Save

 

  • Provide Criteria
    • Click Add Criteria diamond
    • Under name, type “Intermediate or Advanced”
    • Click Field dropdown, choose Level. Click Save
    • Then Click the newly formed dropdown and choose “Intermediate”
    • Click Add Row
    • Click Field dropdown, choose Level. Click Save
    • Then Click the newly formed dropdown and choose “Advanced”
    • Under Filter Conditions, choose “Any conditions are met (OR)” as either Intermediate or Advanced Session, will trigger an action
    • Click Save

 

  • Provide Action #1: Case Create to set up a Conference Room
    • Under Immediate Actions, click “Add Action”
    • Click Create a Record
    • Action name = Create a Case
    • Object = choose Case
    • Under Status = choose New
    • Click Add Row
    • Click Subject in dropdown
    • For Value, click the Pencil icon, it will change a shape
    • Click the dropdown, choose Session Name (this will turn Session name into Case subject)
    • Click Save, and Save the process by Clicking Save again
    • Click Add Row
    • Click Description from dropdown (NOTE! For that to be passed into a case, don’t forget to update Session description field, which is often blank as it’s optional)
    • Under value – write “Set up the conference room”
    • Click Save

 

  • Provider Action #2: Auto-Collaborate on a Conference Room record
    • Click Add Action again
    • Click “Post to Chatter”
    • Label it as “Provide Info”
    • Post to – choose “This Record” as we’ll collaborate on it
    • Under message type in:
      • First type in, “Please note important information: ”
      • Then choose Insert Field in dropdown on the right – pick Description & click Save
      • Then type in, “ – FYI: ”
      • Lastly, under, “Mention a user or Group” choose your name that you registered with (should see it if you start typing it – if not, we can help)
      • Click Save
    • Click ACTIVE on the top-right hand side to activate your process!

 

  • Experience your process that was built out!
    • Click ACTIVE on the top-right hand side if you have not done that
    • Create a New Session (give it a Description too)
    • Click Save
    • Notice once the page refreshed that the Session record is now collaborated on. The description is passed through. Since you’re the only user in this system, you were mentioned (which allows for email alert notifications, mobile notifications, etc) as an example
    • Under Tabs, click the Plus sign all the way on the right hand side (“+”)
    • Find Cases. Click Cases
    • Under Recent Cases, you should see a Case created
    • Notice that the Case was created to work on this Session

 

 

This workshop has been created by Arastun “Russ” Efendiyev. Find other tools from Russ at:   https://github.com/shtooney?tab=repositories