Process Builder Examples

Process Builder - Avoiding Clashes

If possible, its best to ensure that your process builder processes do not run when DE is making its updates. DE can update relatively large volumes of records in a single update so that can cause a…

Updated 5 months ago

Opportunity Assignment - Updating Related Accounts & Contacts

When assigning opportunities to reps through Distribution Engine its sometimes useful to also assign the owner of the parent account and its contacts to the same rep. DE assigns the opportunity to th…

Updated 5 months ago

Rejection API Process

With more complicated business requirements there may be a need for actions or updates to occur after an assignment is rejected. Below are the steps to find and implement the Distribution Engine Reje…

Updated 5 months ago

Assign License and Permission Set on Team Member Addition

Managed Package Licenses are required for users to have access to Distribution Engine tabs and fields and for Auto-Action to occur. These steps will allow you to create a process builder flow that wi…

Updated 5 months ago

Assign License on Team Member Addition

Managed Package Licenses are required for users to have access to Distribution Engine tabs and fields and for Auto-Action to occur. These steps will allow you to create a process builder flow that wi…

Updated 5 months ago

Tasks on Record Assignment by Distribution Engine

It's possible to auto create a task when a record is assigned by Distribution Engine to a user. This is achieved by using Process Builder. The steps below explain how this works. Process Builder. Thi…

Updated 5 months ago

Contact