Lightning 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
Adding an Action That Sends Email Alerts
Introducing Email Templates
Try It Out: Build an Email Template
Try It Out: Create a Process that Sends an Email
Introducing Approvals
Summing Up
Analyzing Data with Reports and Dashboards
Moving Beyond Point-and-Click App Development
Learning More
Glossary
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Try It Out: Create a Process that Sends an Email

Now that we've built our email template and email alert, we're ready to create a process with an Email Alerts action. We could add the email alerts action to the existing process we’ve already created, but we need the process to send the email alert whenever a position is open and approved. Therefore, in our new process we want to evaluate a position record any time it’s created or edited instead of only when the record is created. That way, any subsequent changes to the record, like changing the status to approved, trigger the process. We’ll create our new process using the same basic steps we’ve been using. Let’s get started.

  1. Go to the Process Builder and create a new process.
  2. Enter New Position Notification for the process name. Press TAB to automatically enter the API name.
  3. For the process description, enter Notifies all employees that a new position is available.
  4. For The process starts when, select A record changes, and then save the process.
  5. Use the Position object to start your process and start the process when a record is created or edited.
    Let’s define our criteria so that it sends an email alert whenever a position record is open and approved.
    Table 1. Values for Creating the “New Position Notification” Criteria
    Field Value
    Criteria Name Check for Open and Approved Status
    Criteria for Executing Actions Conditions are met
    Set Conditions Position: Status equals Open - Approved
    Conditions All of the conditions are met (AND)
    Advanced Option Yes, execute actions only when specified changes are made to the record
    Now we can add our Email Alerts action.
  6. In the IMMEDIATE ACTIONS area, click Add Action.
  7. Select Email Alerts.
  8. For Action Name, enter Email New Position Alert.
  9. For Email Alert, enter Email New Position Alert and select the Email New Postion Alert.
  10. Click Save.

And that's all there is to it! To test out this process, all you need to do is activate it and then create a new position record with a status of Open - Approved. Within a few seconds, all users within your organization will receive an email letting them know that a position has just been created. Go ahead—try it!