Create a Workflow

Create a Process

The last business rule functionality you will implement before testing your application is a rule to set the Out-of-State checkbox field on the Travel Approval object if out-of-state travel has been chosen.  Salesforce provides workflow capabilities that provide a declarative, drag-n-drop design environment to build our business process logic. The Salesforce Lightning Process Builder lets you automate the following.

• Create or update a record
• Send an email alert
• Invoke a visual flow which includes a user interface
• Post to Chatter to alert followers of a record or to record some event
• Invoke a subprocess
• Submit a record for approval
• Invoke Apex code for highly customized logic implemented in a programming language

Let’s now create a process that uses the update record process builder action to set the out-of-state flag.

1. From Setup, click the Home tab.
2. Select Process Automation | Process Builder (or use the Quick Find and search for Process Builder). You should see a window like the following:
   
3. Click New.
4. Enter the following values.
   

   Parameter	Value
   Process Name	Set Out of State Travel Flag
   API Name	Set_Out_of_State_Travel_Flag (This automatically gets set when you tab out of the Process Name field)
   Description	Leave blank
   The process starts when	A record changes

5. Click Save.
6. Click +Add Object to configure the object you want this processing rule to run on when a record is created or modified.
7. Enter the following values.
   

   Parameter	Value
   Object	Travel Approval
   Start the process	When a record is created or edited
   Advanced	Do not change

8. Click Save.

Add Your Criteria

Next, we'll add some criteria to the process.

1. Click Add Criteria.
2. Enter the following values.

Here's what it should look like. 

3. Click Save. 

Add an Action

Next, we'll add an action to the process. 

1. Click Add Action in the Immediate Actions section.
2. Enter the following parameters.

   Parameter	Value
   Action Type	Update Records
   Action Name	Set out of state checkbox field
   Record Type	Select the Travel_Approval__c record that started your process
   Criteria for Updating Records	No criteria-just update the records!
   Set new field values for the records to update	Out-of-State
   Type	Boolean
   Value	True

Here's what it looks like. 

3. If everything looks good, click Save.  You have now configured a business process that sets the Out-of-State checkbox for any travel outside your agency's state. 

4. The last thing to do is click Activate, then click Confirm.

Process Builder is a powerful, yet simple tool, that you use to automate many actions within your Salesforce Applications. Next, you learn how to build an approval process for any Salesforce record.