Creating a new process
To create a new process, go to Setup | Process Automation | Process Builder and click the New button:
Figure 9.1 – Process Builder creation wizard
The The process starts when * picklist defines the target of the new process, which can be the following:
A record changes: The target is a Salesforce object that is created/updated.
A platform event message is received: The target is a Platform Event that is received by the Salesforce platform (it can be originated from within the CRM or from an external system).
It's invoked by another process: The triggering event is another process; you are creating a so-called Invocable Process.
We want to deal with the Opportunity object, so select A record changes; click Save to jump to the Process Builder editing app:
Figure 9.2 – Process Builder editing frame
The previous screenshot shows how a process is shaped, and it contains the...
