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Hi Everyone - I'm very 'green' when it comes to using the Process Builder (in Lightning). If anyone is able to decipher what I am doing wrong, that would be greatly appreciated.

 

Goal: To automate the value change of a field on one record on an object (1) that is driven by the creation (or update) of a related record on another object (2).

 

Business application: For recruiting processes. We want to be able to filter candidates who we have currently placed so as not to inadvertently contact them about other job opportunities. There are values on the person's contact record on the Contact object that identifies their status (Active, Inactive, Placed).

 

At the moment a person is hired by one of our clients, a Placement record is created. The user then has to edit that record with values like start date, compensation, e.t.c 

 

A Placement record also has a field assigning what employment type this is (--contract, contract-to-hire, direct hire).

 

Current build:

- I've started the process builder on the Placement object (2), and set the 1st criteria section to identify if the Employment Type field has the value 'contract'. Now there are many fields on that placement object and I only wanted this process to activate when the End date is populated with data and there is not Null.

- In the Advanced section of the Process Builder, I did check 'Yes' to the question of, "Do you want to execute the actions only when specified changes are made to the record?"

- The Immediate Action is to update the related contact record of the person to 'Placed'.

- The Scheduled Action is to then revert the 'Placed' value with 'Active', 1 day after the person's contract end date.

 

Right now, nothing is happening since activating the Process. I know have messed this up, but not clear on why.

 

Many thanks,

Michael

4 commenti
  1. 24 apr 2018, 22:32
    Thanks again for your help today Michelle. This was invaluable and really helped me understand the logic and specific nature of Salesforce.
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