Using ClickLink Rules with Process Builder

The Process Builder helps to automate business processes and can run your ClickLink rules. For full details on working with Process Builder, see your Salesforce documentation.

Tip: At the time of writing, the following contained some very good information on Process Builder and external objects: Salesforce External Object Integration Using Lightning Connect with OData.

To use a ClickLink rule with Process Builder:

1. Create the ClickLink rule you want to use. See Creating a Rule for more information.
2. Go to Setup and search for Process Builder. Click New.
3. In the Define Process Properties dialog box, enter the following:

   Define Process Properties Fields

   Field	Description
   Name	Enter a name for the process.
   API Name	Enter an API name for the process.
   Description	Enter an optional description of what the process does.

4. Click Save. The Process Builder's flow chart opens. This is where you associate the process with the source object and specify when to start the process
5. Click Add Object and enter the following:

   Add Object Fields

   Field	Description
   Object	Select the source object.
   Start the process	You can select to start the process when a record is created or when a record is created or edited.
   Allow process to evaluate a record multiple times in a single transaction?	Select Yes to evaluate the object more than once in a transaction.

   
   
6. Click Save. The next step in the Process Builder's flow chart is to define the criteria that must be true before the process can execute the ClickLink rule.
7. Click Add Criteria and enter the following information:

   Add Criteria Fields

   Field	Description/Setting	Options
   Criteria Name	Enter a name that can help you differentiate between criteria in the process.	Not applicable.
   Criteria for Executing Actions	Filter conditions are met	If you select this option, set the filter conditions and configure if all conditions (AND) or any conditions (OR) must be met. If you need to evaluate more field values, click Add Row.
   	Formula evaluates to true	Specify the formula that must evaluate to true.
   	No criteria – just execute the actions	Select to execute the rule whenever a record is created or edited.

   
   
8. Click Save. Now you can define the ClickLink rule to run when the criteria are met.
9. Click Add Action and enter the following information:

   Add Action Fields

   Field	Description
   Action Type	From the drop-down list, select Apex.
   Action Name	Enter a name for the action.
   Apex Class	From the drop-down list, select RuleServiceActionRunRule.
   Set Apex Values	Rule ID – Enter the ClickLink rule's ID. Source Object ID – Select the source object's record ID and click Save.

   
   
   
10. Click Save. Add more criteria and actions as required.
11. When the process is complete, click Activate and, when prompted, click OK to confirm you want to activate the process.