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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

Hands on 9 – creating reusable processes using an invocable process


Invocable processes can call one process from another process. Using invocable processes, you can reuse sections of your processes. You can create an invocable process and call it from multiple processes, or from multiple action groups in the same process. You can invoke processes with objects that share at least one unique ID.

For example, in the Opportunity and Quote objects, the OpportunityID field is unique to Opportunity, and is also used by Quote. You can create an invocable process that updates an Opportunity record. Then, you can invoke it from the following:

  • A process that updates an Opportunity record
  • A process that updates a Quote record

When you create a process, make sure that you start it when another process invokes it, by selecting It’s invoked by another process.

Let's look at a business scenario. Suppose that Alice Atwood is working as a system administrator at Universal Containers. She has received a requirement...

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