Force.com Platform Fundamentals

Preface
Introducing the Force.com Platform
About the Sample Recruiting App
Reviewing Database Concepts
Building a Simple App
Enhancing the Simple App with Advanced Fields, Data Validation, and Page Layouts
Expanding the Simple App Using Relationships
Securing and Sharing Data
Collaborating with Chatter
Automating Business Processes
Introducing Process Builder
Process Builder: A Closer Look
Automating Our Recruiting App
Creating a Process That Assigns Tasks
Creating a Process That Updates Field Values
Introducing Queues
Try It Out: Create a Queue for Positions
Try It Out: Create a Process That Updates Fields
Introducing Scheduled Actions
Try It Out: Create the “Notify Recruiting Manager” Scheduled Action
Look At What We've Done
Adding an Action That Sends Email Alerts
Introducing Approvals
Summing Up
Analyzing Data with Reports and Dashboards
Moving Beyond Point-and-Click App Development
Learning More
Glossary
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Look At What We've Done

Great! We've now got a process that moves position records created by non-recruiters to a queue of unclaimed positions, and if not claimed by a recruiter in three days, assigns a task to the recruiting manager.

To try it out, simply make sure that you're logged in as a hiring manager (such as Ben Stuart) and create a new position. As soon as you return to the detail page for the position, you'll see that the Unclaimed Positions Queue has automatically been assigned as the record owner, and that any user assigned to the Recruiter or Recruiting Manager role will have received an email notification.

To actually view the contents of the queue, click the Positions tab, and choose Unclaimed Positions Queue from the View drop-down list. Any recruiter or recruiting manager can click the Accept button on this page and take ownership of the new position.

Although our Assign Unclaimed Position Record to Recruiter task won't be activated for another three days, we can see that it's currently scheduled to fire by looking at the Pending Scheduled Actions, which lists all of the actions that are scheduled for the future.

To view it:
  1. From Setup, enter Flows in the Quick Find box, then select Flows.
  2. Scroll down to the Paused and Waiting Interviews list.
  3. Click Create New View to specify which fields to display for scheduled actions in the Paused and Waiting Interviews list. We recommend displaying the following fields.
    Pending Scheduled Actions
    Pending Scheduled Actions
    • Flow Name (1) corresponds to the process’s Process Name.
    • Paused Date (2) is the time at which the schedule started for the action group.
    • Current Element (3) identifies the group of scheduled actions that Salesforce is waiting to execute.
    • Type (4) indicates the type of a paused or waiting interview. Processes that are waiting to execute scheduled actions are of type Workflow.

    Current Element displays myWait_myRule_N, where N is the number of the associated criteria and action group. For example, if Current Element displays myWait_myRule_2, Salesforce is waiting to execute the group of scheduled actions that are associated with the second criteria in the process.

As soon as a recruiter takes ownership of the new position record, this task is deleted from the workflow queue. Pretty slick, isn't it?

Now let's create another process that sends an email alert.