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sugandha sugandha (IBM) asked in #Salesforce Developer
Jun 7, 2016, 7:19 AM

Create new record using process builder

I am new to Lightning process builder.I have one custom object named as "Fee__c".There is lookup on Fee__c to Contact.Now,I want that if a new record is created in contact then that record should also create in Fee__c,and there is field named as Semester__c in Contact if Semester__c value changes/updated in Contact then also respective new record will create in Fee__c(want to use priorvalue to check previous and new value in Semester__c so that new record will create if only new value in semester is different from previous) and also if any other updations except the Semester__c field in contact then there will be no updation/creation of new records in Fee__c should be done.What should be best technique to do this?please guide me.
3 answers
  1. Mohammed Rizwan (Porter)
    Jun 7, 2016, 7:49 AM
    Go to process builder, create new process.

    Add object -> select "Contact".

    Start the process -> "When a record is created or edited"

    Add Criteria

    Set Criteria Name (to check for new record)

    Criteria for Executing Actions -> "Formula Evaluates to true"

    Function -> Logical -> ISNEW()

    Save

    Immediate Action (if true)

    Create record, select Fee__c -> assign values to all appropraite fields (either prefixed values or reference values from newly created contact record)

    If first condition is false

    Add Another criteria ( to check if  Semester__c is changed or not)

    Set Criteria Name (to check for updated field)

    Criteria for Executing Actions -> "Formula Evaluates to true"

    Function -> Logical -> ISCHANGED()

    replace "field" with "Semester__c"

     save

    Immediate Action (if true)

    Create record, select Fee__c -> assign values to all appropraite fields (either prefixed values of reference values from newly created contact record)

    Save

    That's All

    Sample Image for Illustration:

    Go to process builder, create new process.Add object -> select

    Mark this as Best Answer, if this helps solve your problem.
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