How To Create Workflow In Salesforce

Create a Process

The last business rule functionality you will implement before testing your application is a rule to set the Out-of-State checkbox field on the Travel Approval object if out-of-state travel has been chosen. Salesforce provides workflow capabilities that provide a declarative, drag-n-drop design environment to build our business process logic. The Salesforce Lightning Process Builder lets you automate the following.

Create or update a record
Send an email alert
Invoke a visual flow which includes a user interface
Post to Chatter to alert followers of a record or to record some event
Invoke a subprocess
Submit a record for approval
Invoke Apex code for highly customized logic implemented in a programming language

Let's now create a process that uses the update record process builder action to set the out-of-state flag.

From Setup, click the Home tab.
Select Process Automation | Process Builder (or use the Quick Find and search for Process Builder). You should see a window like the following:
Click New.

Enter the following values.

Parameter	Value
Process Name	`Set Out of State Travel Flag`
API Name	`Set_Out_of_State_Travel_Flag` (This automatically gets set when you tab out of the Process Name field)
Description	Leave blank
The process starts when	A record changes

Click Save.
Click +Add Object to configure the object you want this processing rule to run on when a record is created or modified.

Enter the following values.

Parameter	Value
Object	Travel Approval
Start the process	When a record is created or edited
Advanced	Do not change

Click Save.

Add Your Criteria

Next, we'll add some criteria to the process.

Click Add Criteria.
Enter the following values.

Parameter	Value
Criteria Name	`Out of State Travel`
Criteria for Executing Actions	Conditions are met
Field	Destination State
Operator	Does not equal
Type	String
Value	`TX`
Conditions	All of the conditions are met (AND)
Advanced	Do not change

Here's what it should look like.

Process Builder criteria page

3. Click Save.

Add an Action

Next, we'll add an action to the process.

Click Add Action in the Immediate Actions section.

Enter the following parameters.

Parameter	Value
Action Type	Update Records
Action Name	`Set out of state checkbox field`
Record Type	Select the Travel_Approval__c record that started your process
Criteria for Updating Records	No criteria-just update the records!
Set new field values for the records to update	Out-of-State
Type	Boolean
Value	True

Here's what it looks like.

Select and Define Action page with out of state formula.

3. If everything looks good, click Save. You have now configured a business process that sets the Out-of-State checkbox for any travel outside your agency's state.

Process Builder page for Set Out of State Travel Flag

4. The last thing to do is click Activate, then click Confirm.

Process Builder is a powerful, yet simple tool, that you use to automate many actions within your Salesforce Applications. Next, you learn how to build an approval process for any Salesforce record.