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Category Archives: Process Automation

Things I Learned the Hard Way about Process Builder and Scheduled Actions

Posted on March 25, 2020March 25, 2020 by Scott Williams

IDs IDs used in criteria must be 18-digit IDs. These are standard in Lightning record-page URLs now, so this mistake isn’t as easy to make as it used to be, but it can be very vexing to identify and fix. Scheduled Actions in Process Builder Process builder allows you to schedule actions immediately (usually in […]

When a Trigger Meets a Process Flow Comin’ Through the Rye

Posted on February 1, 2018February 1, 2018 by Scott Williams

This is not general reading, despite my attempted literary reference in the title. This is a solution to a specific problem that I encountered, and that I’ll document here in case someone needs it later, since I failed to find the solution when *I* googled it. I had a process flow that was calling an Apex […]

Revamping the NPSP Email Acknowledgement Workflow Rule to Allow for Multiple Acknowledgement Email Templates

Posted on October 17, 2017October 17, 2017 by Scott Williams

On this episode of Workflow Rule Makeovers, we’ll take the default NPSP workflow for sending the email acknowledgement and make it into a process builder process that allows you to set criteria for using different templates.

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