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Salesforce Process Builder Quick Start Guide

You're reading from   Salesforce Process Builder Quick Start Guide Build complex workflows by clicking, not coding

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Product type Paperback
Published in Jul 2018
Publisher
ISBN-13 9781789344318
Length 170 pages
Edition 1st Edition
Concepts
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Author (1):
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 Gupta Gupta
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Gupta
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Toc

A few points to remember


The following are some noteworthy points to remember:

  • You can't evaluate the next criteria if a criteria group contains scheduled actions.
  • A DML operation on a setup object is not permitted after you have updated a non-setup object (or vice versa). If you want to do that, then use a time-dependent action. You can find the list of setup objects in Salesforce at https://developer.salesforce.com/docs/atlas.en-us.api_tooling.meta/api_tooling/reference_objects_setup.htm.
  • Don't perform the DML operation inside the Loop element. It will easily hit the governor limit - that is, System.LimitException: Too many SOQL queries: 101.
  • You can only launch Autolaunched Flow from the Process Builder. 
  • A Flow runs in user mode, and Process Builder runs in the system mode. Let's look at an example if you are trying to update Opportunity the next step:
    • If you use Process Builder: If the running user doesn't have access to the next step field, Process Builder will be able to update it.
    • If you...
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