Hello,
We recently went live in a new Salesforce instance that consolidates two other instances. We are having an issue where our case routing process builder isn't firing. I replaced all hard coded case record IDs with those from the new instance. It doesn't seem to be working at all, as our "catch all" node for emails that don't match any criteria isn't working.
If I create a new PB and replicate one of the nodes, then this one works. Is there something I need to do to "refresh" a pb from another instance to get it to work? I've heard that you sometimes need to manually go into the queue drop downs and reselect an already selected dropdown.
Does anyone have any insight? I have also reached out to SF Support.
Thanks,
Gwen
1 Antwort
If you are using the PB to assign a case to a queue, then you have to go back and re-add the queue when switching environments.
It stores the queue as an ID.
