How to query a Process Builder or Flow either using Soql or Apex.
- Go to you developer console.
- Select 'Query Editor'.
- In query editor check this option 'Use Tooling API'.
- Run the following query.
- Set Workflow to Finer in the Trace Flag in the Debug Log.
- Look for Flow Elements(Flow_Element) in the Debug Log.
- Version Id in the Error Message is the Id of the Flow(Process Builder).
- Process Builder developer receives the detail email.
What is process builder in Salesforce?
Process Builder is a point-and-click tool that lets you easily automate if/then business processes and see a graphical representation of your process as you build. The Components of a Process Every process consists of a trigger, at least one criteria node, and at least one action.
How to find the process builder name of a process?
Open that recently created log (Setup -> debug logs) created for your user account. Search for the process builder name in the log, you will get realted info there. You need to sign in to do that. Need an account?
What is myrule_1 in Salesforce process builder?
Because the result of myRule_1 is true, the process executes the actions associated with the first criteria. You don't need to write any test class for process builder, as it's provided by Salesforce.
How to generate debug logs in Salesforce?
If you've enabled debug logs for yourself in the Salesforce org. You can update one record, which will generate log. Open that recently created log (Setup -> debug logs) created for your user account.
How do I test my process builder?
You can just test your process builder by creating a record which meet your process criteria and check if the corresponding action is done properly or not.
How do I monitor a process builder in Salesforce?
From Setup, enter Flow in the Quick Find box, then select Paused And Failed Flow Interviews. If Paused Flow Interviews isn't available as its own page, select Flows and scroll down to the list of paused interviews.Create a view to see scheduled actions in the list of paused interviews.
How do I see my scheduled process builder?
For those asking for a way to view pending Process Builder actions, you are able to to that currently:From Setup, click Create | Workflow & Approvals | Flows .Scroll down to the Paused and Waiting Interviews list.Create a view to see scheduled actions in the Paused and Waiting Interviews list.
How do I check if a record is still in process builder?
ISNEW() will check if the formula you create is running when a new record is created and will return TRUE if it is. If the record is being edited, the function returns FALSE.
How do I run a process builder in Salesforce?
Process Builder in SalesforceButton Bar. Use the button bar to collapse and expand actions, clone the process and activate/deactive the process.Canvas. Canvas is a main workplace for the process.Add Objects. ... Criteria nodes. ... Actions. ... Create a Record ... Update any related record. ... Quick Actions.More items...
What are the 11 actions in process builder?
Actions that can be performed with Process builder:Create and update records.Send an Email alert.Submit a record for approval.Invoke a process from another process.Launch a flow.We can call apex methods.Post to chatter.
How do I debug a scheduled process builder in Salesforce?
Best way of Process Builder Debugging in SalesforceSet Workflow to Finer in the Trace Flag in the Debug Log.Look for Flow Elements(Flow_Element) in the Debug Log.Version Id in the Error Message is the Id of the Flow(Process Builder).Process Builder developer receives the detail email.More items...•
What is Process Builder in Salesforce?
Process Builder is an automated Salesforce tool that allows you to control the order of actions or evaluate the criteria for a record. Process Builder gives you the ability to use straightforward 'If/Then' logic to easily add automation to your Salesforce environment.
How do I get scheduled action in process builder?
Using Salesforce Process Builder's Scheduled ActionsBuild a New Process. You may already have existing processes built for your objects. ... Use a Formula Date/Time Field to Control Execution Timing. ... Don't Call Actions Directly. ... Limit Criteria in the Process. ... Scheduled Action Cleanup.
What is Isnew () in Salesforce?
The ISNEW() function allows you to make a process builder node apply only to newly created records. This is very useful when consolidating workflows into Process builder or making automations that need different criteria depending on whether a record is being created or edited.
How do I check if a flow is new in Salesforce?
We need to create a formula resource called NeworWorkingCaseFormula to determine whether the case record is new and the status is “New” or the case record is changed and the status is “Working.” If this evaluates to true, then the resource is set to true.
How do I run a process builder?
Build Reusable Processes is a concept in which we can create a process that can invoke another process using process builder....Build Reusable ProcessesClick Setup → Create → Workflow & Approvals → Process Builder.Specify your process name. ... Choose object. ... Now, let's create another process which uses invocable process.
What does Salesforce schedule action based on?
If so, the scheduled action is executed. You can schedule actions based on either: A specific date/time field on the record that started the process. For example, a month before an account's service contract expires.
What are the components of a process?
The Components of a Process. Every process consists of a trigger, at least one criteria node, and at least one action. You can configure immediate actions or schedule actions to be executed at a specific time. Here’s an example of a simple process.
What happens if the first criteria node doesn't evaluate to true?
If the first criteria node that you defined doesn’t evaluate to true, the process can then check whether a high-value opportunity is closed and lost, or whether a quote was given, with more actions based on those conditions.
What is the button bar in a process?
The button bar (1) lets you manage the process or view the list of all processes. The canvas (2) is the main workspace for a process. On the canvas, you define: The trigger (3) One or more criteria nodes (4) One or more actions (5) in an action group (6)
What is the canvas in Process Builder?
The button bar (1) lets you manage the process or view the list of all processes. The canvas (2) is the main workspace for a process. On the canvas, you define: The trigger (3) One or more criteria nodes (4) One or more actions (5) in an action group (6)
What happens if a record doesn't meet criteria?
If the record doesn’t meet the criteria, the process skips those actions and moves on to the next criteria node in the process. In each criteria node, you can: Set filter conditions. Enter a custom formula. Like in validation rules, the formula must resolve to true or false.
