Hands on 8 – executing multiple criteria of a process
Since the Summer 2016 release of Process Builder, it has become possible to choose what happens after your process executes a specific action group. Should the process stop, or should it continue to evaluate the next criteria in the process? Use this option to efficiently manage multiple business requirements in one process.
It is easy to manage all of your processes for a given object, like a lead, in one place:
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 from the management; once a task has successfully closed five days before its due date, auto-update the Eligible for bonus
checkbox to true.
There are two possible solutions for the preceding business requirement:
- Create a new process to solve the business requirement
- Use an existing process, and add one more criteria to it
We will use the second approach to solve the preceding business...