I am a little stuck and looking for your expertise on what method you think would be the best for my requirement.
We are implementing Field Service Lightning, and want the system configured so that when a User is created, three Location records are automatically generated - this user must also be the owner of these records.
Do you know what the best method for this would be, and how should I execute it?
Thank you!
3 respostas
Process Builder on the User object is the way to go.
Before you start, if you haven't messed around with Process Builder, please do this initially in a Sandbox so you don't work on production data, if possible.
Also, if you haven't already done the Process Builder trailhead, maybe give it a go to get some basics under your feet, too: https://trailhead.salesforce.com/en/content/learn/modules/business_process_automation/process_builder
Here is how you execute it:
Create a new Process Builder process for when a record Changes.
Set it for User 'only when a record is created'.
Your first criteria node could be no criteria if you want this to happen for every new User. If you only want this to trigger when certain users (like in a Role or Profile for example), you would add that criteria in this node. (Just in case you add non-sales rep users to your org, it is probably best to add in some criteria.)
The Immediate Action will be Create a Record and the Record Type would be Location.You can set the Field Values of your new location record, including the Owner ID. That will be a field reference to [User].Id
Set any other field values on the Location record that you like.
Add two more Create Record Actions in the Immediate Actions node, just like this first one.
Save it, Activate it, and Test test test :)
