Tutorial V2.41 (Lightning)

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  4. 18. How to use CDC Control Board
  5. 18.2 How to create change record using Process Builder?

18.2 How to create change record using Process Builder?

This tutorial explains what process builder is and how to configure it. It also describes how to execute callout.

1 What is process builder?

Process Builder is a Salesforce’s point-and-click tool that lets you easily automate if/then business processes and see a graphical representation of your process as you build. 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. To keep things simple, this unit focuses on the most common process type: Record Change, which mean the process, will start when the records are created or edited.

2 The configuration

This section will be portray the example of how to execute callout and process builder.
2.1 Callout

To be able to execute callout, you have enter interface page detail and scroll down to Runtime Configuration- Outbound section then check flag “Use Skyvva Outbound Scheduler”.

Note:
– If you want to execute callout, the flag could be blank.
– If you want to create CP Record, the flag is required.

Create Change pointer mode:

You can create change pointer using:

  1. The CDD job
  2. Process Builder

CDD Job

  • CDC is made up of two components, the CDD and the CDT. CDC is stand for Change Data Detection and CDT is stand for Change Data Transfer.
  • These two components has different functionality. CDD is a scheduler which is running to call batch Apex in order to collect data change and save all those data into Change Pointer Object.
  • To create change pointer, Scheduled CDD.(Integration Admin Tap -> Scheduler Tap. Then start the scheduler on an outbound section and set the time as you prefer.)
  • To monitor CDD, Go to Integration Admin Tap -> CDC Tap -> Integration name -> Interface Name -> Status -> Search

Process Builder

  • The interface could be set creating change pointer by process builder or trigger. You have to select SKYVVA API. This is the pre-requisite to create process builder.

Scheduler CDD will skip this interface if value is specified.

This part is mainly explain the process of creating the process builder in order to create change pointer records. To build process builder, you can follow the steps below:

  • From Setup, enter Process Builder in the Quick Find Box, click Process Builder

  • Then click New button.

  • Fill in the name of the process

 

  • Add the Object and Specify when to start the Process.

  • Add the Criteria to define it for Action Group:
    1. Name the Criteria
    2. Choose Formula evaluate to true
    3. Build Formula by insert the Function and Field then click Save .

  • Add the actions to execute when the criteria are met by:
    1. Select the Action Type: Apex
    2. Select the Action Name: Create CP Record
    3. Select Apex Class: SKYVVA Callout/Create CP. When you section it, some of dropdown list will appear for you to choose. Then click Add Row to add 2 more.

To be able to execute process builder, just click on Activate button.

 

3 To monitor change pointer records

You can check the change pointer records in CDC Control Board.

 

 

 

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