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Do you have last modified information in process builder?
Give it an upvote or downvote. Currently, Process Builder only have Last Modified information with Date. The entire process builder list screen should be redone.
Why does process builder take so long to load?
The entire process builder list screen should be redone. It takes too long to load, I have to duplicate tabs instead of right click or ctrl click to compare two versions, it’s slow to load, the list doesn’t stay in the order I sort it by, you can’t see this basic detail, and did I mention it’s slow to load? so difficult…
How to map custom lead fields in process builder?
You also have the option in Setup to map custom lead fieldsto custom contact, account, and opportunity fields. Beyond just simple field mappings, if you use record typesin your org then if an Account, Contact, or Opportunity are created then the default record typeassigned to the user’s profile is used.
When to use conversion event in process builder?
The key fields we care about in Process Builder criteria to identify the conversion event is when the IsConvertedfield changes from false to true, then we can use the ConvertedAccountId, ConvertedContactId, and ConvertedOpportunityIdfields from the lead to do pretty much whatever we want.
Is there way to look up date in process builder?
This feature is definitely needed to make process builder even more useful. Workaround: You can look up Today or any other date relative today with an object based formula field. In place of rule trigger date, you could use the Last Modified Date + N in a formula to set a formula based date field.
How often do I need to update my process Builder record?
So you must create all updates right from the first time the record is created and every time the alerts should reset. Then, if an activity happens, the planned action is also updated to a new date +30, +60, +90 days.
When to use rule trigger date in process builder?
Today + 2 days, Rule Trigger Date + 7 Days, etc… Now that this idea is getting delivered; is this other idea on the road map? IdeaExchange Moderator – 6 years ago This feature is being delivered in our Summer ’15 release. David Eckblad – 6 years ago