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.
Table of Contents
How to query a process builder or flow in Salesforce?
How to query a Process Builder or Flow either using Soql or Apex. 1 Go to you developer console. 2 Select ‘Query Editor’. 3 In query editor check this option ‘Use Tooling API’. 4 Run the following query Select id,MasterLabel,lastmodifieddate,lastmodifiedby.name from flow where MasterLabel = ‘Test Sample Process Builder – 2.0’.
How do I use process builder to automate a process?
Automate Simple Business Processes with Process Builder Use Flow Builder To Create a New Automated Process For all behind-the-scenes automation needs, we recommend that you use Flow Builder. Use Process Builder only if you’re already familiar with using it and you need to edit an existing process.
What is the difference between process builder and process trigger?
The main difference is the trigger: when the process starts. To keep things simple, this unit focuses on the most common process type: Record Change. Before you dig into the Process Builder, let’s take a quick tour.
Should I use process builder or flow builder?
Use Process Builder only if you’re already familiar with using it and you need to edit an existing process. To create a new automated process, use Flow Builder instead. List the types of processes that you can build in Process Builder. Define the key components used to create a process.
Can we do query on process builder?
Unfortunately, this is not possible as of now.
Can we query in flow Salesforce?
There are still several things that Flows cannot do Dynamic sObject References – when you have logic that could be applied to more than one object in Salesforce, Flow will not allow you to query or perform database transactions without naming specific objects.
How do I find the 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…•
How do I find my process builder ID?
ManpreetGet the version Id from the error message.Login to Workbench.Go to Utilities > REST Explorer >> Perform a GET.Add the following to the URI field and change the Id with the FlowId you are investigating /services/data/v36.0/tooling/sobjects/flow/30124000000PcNDAA0. … Click Execute.Open the ‘attributes’ folder.More items…
Can we call process builder from flow?
Flows, while purely a declarative tool, sit between Process Builder and Apex. In fact, Process Builder and Flows are both built on the same Salesforce feature called Lightning Flow.
What is the difference between flow and process builder?
The biggest difference? Flow Builder can launch a series of flows depending on the results of the previous one. Process Builder can trigger a flow, but it is less powerful and can’t launch a process based on another process.
How do I see Process Builder logs?
Setup [Symbol] Logs [Symbol] Debug Logs or Debug Levels.After creating the process, set up the Debug Logs and Debug Levels filter in “Finer” level for Workflows.Next, create a record for that object.Then, go to Debug Logs. Under the Debug Logs, click “View” next to the Username.
What is action name in process builder?
Actions in Process Builder Actions determine what the process should do. When a criteria node evaluates to true, the process executes the associated actions or waits to execute them at a scheduled time. As soon as the criteria evaluates to true, the action is immediately executed.
What are available 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 call process builder from Apex?
In any apex class, there can be only one Invocable method.Syntax to call Invocable method.Sample Use Case or Scenario.Create a custom field.Create an apex class.Create the flow using a process builder.Next, Add actions to execute when the criteria are met.Test the Results of calling apex from Process builder.
How can I tell who created a process builder?
1:205:08How to check who has last updated the process builder or different …YouTubeStart of suggested clipEnd of suggested clipWith file select flow here you can see here my this is my process builder which i am talking about.MoreWith file select flow here you can see here my this is my process builder which i am talking about. So if we see here we can see who has created. This particular process builder.
Can we call APEX method from process builder?
Create a apex class with @InvocableMethod method. the follow below steps to invoke this class from process builder. 1. From Setup, enter Process Builder in the Quick Find box, click Process Builder, and then click New.
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 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 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.
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 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)
