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
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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Try It Out: Create a Process That Updates Fields

Now that we've got our queue ready to go, we can get started creating our process.

  1. Return to the Process Builder and create a new process.
  2. Enter Assign Position to Recruiter for the process name. Press Tab to automatically enter the API name.
  3. For the process description, enter Reassign position records to a recruiter if they were created by another type of employee.
  4. For The process starts when, select A record changes, and then save.
  5. Click Add Object.
  6. Select Position for the object type.

    While we know that recruiters should almost always own position records, we don't want to impede the organization if there's a special case in which a non-recruiter should own the record instead. Let's choose to evaluate this rule only when a record is created so that if an exception needs to be made, the process won't supersede any changes that were made by a recruiter.

  7. In the Start the process section, select only when a record is created.
  8. Save your changes.

    Finally, we need to make sure that this process executes our specified action whenever a position record is created by someone who isn't a recruiter or a recruiting manager. Let’s define this criteria in our process.

  9. Click Add Criteria.
  10. Enter Reassign Position to Queue for the criteria name.
  11. Leave the Conditions are met selected.
Now let’s define our criteria conditions. We’ll base our criteria on the role of the user that creates the position record. Whenever the role isn’t a recruiter or recruiting manager, the process executes actions.
  1. In the Set Conditions area:
    1. In the Field column select Position > Created By ID > Role ID > Name.
    2. Set the Operator column to Does not equal.
    3. In the Type column, select String.
    4. In the Value column enter Recruiter.
    5. Click Add Row.
    6. In the Field column select Position > Created By ID > Role ID > Name.
    7. Set the Operator column to Does not equal.
    8. In the Type column, select String.
    9. In the Value column enter Recruiting Manager.
  2. Click Save.

    Nice work! Now our process checks whether a Position is created by someone who isn’t a recruiter or recruiting manager.

Now let's create an Update Records action so our process changes the owner field on a Position record to the Unclaimed Positions Queue. Before we set up our action, let’s first find the ID value for the Unclaimed Positions Queue so we can reference it in our Update Records action.
  1. From Setup, enter Queues in the Quick Find box, then select Queues.
  2. Click the Unclaimed Positions Queue in the Queue Name column.
  3. In the address bar of your browser, copy the 15-digit ID number at the end of the page address, for example, 00GD0000001FMfB. This is the ID for the queue.
Great. Now that we have the ID value for our queue, let’s create the action in the Process Builder.
  1. If you don’t already have it open, return to the Process Builder and reopen your Assign Position to Recruiter process.
  2. In the IMMEDIATE ACTIONS area on the canvas, click Add Action.
  3. Select Update Records.
  4. For Action Name, enter Reassign Position to Queue.
  5. Click in the Record Type field.
  6. Click Select the Position__C record that started your process, and then click Choose.
  7. In the Criteria for Updating Records section, leave the No criteria option selected.
  8. In the Set new field values for the records you updated section, select Owner ID for the field value.
  9. For Type, leave ID selected.
  10. For Value, paste the ID value copied from your browser. Remember, this is the queue’s ID.
  11. Click Save.

Nicely done! Before we leave this process behind, though, let's give it a second action—one that ensures that no positions will languish in the queue without being claimed by a recruiter. This time, we'll schedule the action so it executes at a later time.