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 the “Notify Recruiting Manager” Scheduled Action

Before we create our scheduled action, let’s go copy the ID value of the Recruiting Manager role so that we can assign the task to that role in our process.
  1. From Setup, enter Roles in the Quick Find box, then select Roles.
  2. Expand the CEO role and the VP Human Resources role so you can see the Recruiting Manager role in the role hierarchy. Click the Recruiting Manager role.
  3. In the address bar of your browser, copy the 15-digit ID number at the end of the page address, for example, 00ED0000000xEVv. This is the ID for the recruiting manager. We’ll paste this ID value when we assign our task.

Now let’s return to the Process Builder and open the Assign Position to Recruiter process.

Before we create an action that assigns a task, we must first specify a schedule. The schedule determines when the time-dependent actions should fire.

  1. Click Set Schedule.Set Schedule

In this case, we want our recruiting manager to be notified three days after a position has been assigned to the Unclaimed Positions queue.

  1. Use the text box and drop-down lists to specify 3 Days After Last Modified Date.
  2. Click Save.
Scheduling An Action Scheduling an action

Our schedule is now shown on the scheduled actions node on the canvas. The Add Action button is now active, and we can define our action as usual.

Table 1. Values for Creating the “Assign Position to Recruiter” Scheduled Action
Field Type Value
Action Type default Create a Record
Action Name default Assign Unclaimed Position Record to Recruiter
Record Type default Task
Priority Picklist High
Status Picklist Not Started
Assigned To ID ID Paste the Recruiting Manager role value you just copied into the Value column.
Subject String Unclaimed Position
Due Date Only Formula [Position__c].CreatedDate + 4

Great! Now let’s activate the process by clicking Activate (1).Activate the process