Automate the Process

There Once Was a Robot Named Rover, Who Sent a Bunch of Messages Over

Our rover scouts locations on Mars for us, looking for the ideal spot for our Trailhead basecamp. Let’s create a simple way for the rover to tell us what it finds, using an automated process.

  1. In Setup, enter Process Builder in the Quick Find box, then select Process Builder.
  2. Click New.
  3. Define the process as follows.
    • Process Name: Mars
    • API Name: Mars
    • The process starts when: A record changes
      Screenshot showing creation of new process.
  4. Click Save.
  5. Click + Add Object. For the object, select Communication and select when a record is created or edited.
    Process Builder is used to choose and object, which in this case is named Communication
  6. Click Save.
  7. Click + Add Criteria.
  8. Enter Message from Mars 1 as the criteria name and select Conditions are met.
  9. Click the Field lookup and select the Number field. Define the criteria as follows.
    • Operator: Equals
    • Type: Picklist
    • Value: 1
      Screenshot showing adding first process criteria.
  10. Leave everything else as is, and click Save.
  11. Click + Add Criteria in the second row.
  12. Enter Message from Mars 2 as the criteria name and select Conditions are met.
  13. Click the Field lookup and select the Number field. Define the criteria as follows.
    • Operator: Equals
    • Type: Picklist
    • Value: 2
  14. Leave everything else as is, and click Save.
  15. Click + Add Criteria in the third row.
  16. Enter Message from Mars 3 as the criteria name and select Conditions are met.
  17. Click the Field lookup and select the Number field. Define the criteria as follows.
    • Operator: Equals
    • Type: Picklist
    • Value: 3
  18. Leave everything else as is, and click Save.

Now we’re ready to set up our actions. We start with Message from Mars 1.

  1. Next to Message from Mars 1, click + Add Action under Immediate Actions.
  2. For Action Type, select Post to Chatter.
  3. Enter Message 1 as the Action Name.
  4. For Post to, select Chatter Group.
  5. For Group, enter Life on Mars and select Life on Mars.
  6. For Message, paste in the following snippet.
    Hey, it’s your friendly rover real estate agent here. Today I'm doing some serious {![Communication__c].Verb__c} over to an area on lower Mount Sharp, heading {![Communication__c].Direction__c} from my starting location. Since the dune field is an active sand field, it is this Rover's guess that the terrain is {![Communication__c].Adjective__c} and therefore unsuitable for the Trailblazer basecamp. You know what they say, “Location, location, location.” I will make my final stop for the day at the super {![Communication__c].Adjective__c} bedrock at the base of Mount Sharp. Roger, Rover. Rover out. P.S. Tell {![Communication__c].Proper_Noun__c} I said hi.
  7. Screenshot showing action for first message.
  8. Click Save.

Now let’s set up Message from Mars 2.

  1. Next to Message from Mars 2, click + Add Action under Immediate Actions.
  2. For Action Type, select Post to Chatter.
  3. Enter Message 2  as the Action Name.
  4. For Post to, select Chatter Group.
  5. For Group, enter Life on Mars and select Life on Mars.
  6. For Message, paste in the following snippet.
    New! Mars fixer on majestic Olympus Mons. Bring your hydrospanner and your imagination and make this home your own. What this charmer lacks in curb appeal it more than makes up for in protecting you from the freezing, neverending dust storms. You'll be happier than a {![Communication__c].Adjective__c} {![Communication__c].Noun__c} {![Communication__c].Verb__c} {![Communication__c].Direction__c}. Drinking water DIY. Serious buyers only. Contact Listing Agent {![Communication__c].Proper_Noun__c} for details.
  7. Click Save.

Finally, let’s set up Message from Mars 3.

  1. Next to Message from Mars 3, click + Add Action under Immediate Actions.
  2. For Action Type, select Post to Chatter.
  3. Enter Message 3 as the Action Name.
  4. For Post to, select Chatter Group.
  5. For Group, enter Life on Mars and select Life on Mars.
  6. For Message, paste in the following snippet.
    This planet might be cold, but these deals are hot, hot, hot! Today I was {![Communication__c].Verb__c} {![Communication__c].Direction__c} over the hill and found a fabulous new listing for you. It's ideally situated, Schiaparelli Crater-adjacent, with lots of potential. Good natural light and in the best area on Mars. Let's talk soon because {![Communication__c].Proper_Noun__c} is interested, too. This place is better than a {![Communication__c].Adjective__c} {![Communication__c].Noun__c} and is priced to move.
  7. Click Save.

Now, it’s time to activate our process.

  1. Click Activate.
  2. Click Confirm.

Now the rover is rolling out and ready to become our real estate agent on Mars. You’re one step closer to getting red dirt in places you never dreamed possible. In the final step, we test out our communication uplink.

Tell folks to join you in your mission to Mars

Tell folks to join you in your mission to Mars!
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