Jitendra Zaa

Summer 16 – Process builder with multiple decision criteria

Before going to this feature, lets try to outline problem first. Consider a situation where we need to create a task when lead  source is Email and send an email to owner if lead source is Email and company name as ABC.

If we try to solve it using process builder, very soon we will understand that it is not possible in one process builder. Process builder can have only one criteria with true and false condition. In previous process builder, we could either perform action if lead source is Email or lead source is Email and company ABC. There is no way to define new criteria which will run along with previous criteria as shown in below image.

Process Builder Before Summer 16 with Single descision criteria
Process Builder Before Summer 16 with Single decision criteria

I was in situation to add multiple decision in process builder and thought to have a look in Summer 16 pre- release Org. I don’t have any words to express my happiness :). Checkout below image, now, we can have multiple decisions in same process builder and no need to create multiple processes for same object.

Process-Builder-After-Summer-16-with-multiple-descision-criteria
Process-Builder-After-Summer-16-with-multiple-descision-criteria

I am sure my client can wait one more month to deploy a change after I get this feature of process builder.

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5 responses to “Summer 16 – Process builder with multiple decision criteria”

  1. Ravi Sharma Avatar
    Ravi Sharma

    Hi Jitendra,

    Thanks for writing this. Just a question here, Is this feature not available before Summer 16? My DE org is at Spring 16 and I can add multiple criteria there also. I guess this feature was always available with process builder.
    Correct me if my understanding is wrong.

    Reply
    1. Merul Shah Avatar
      Merul Shah

      Hi Ravi,

      I think so, In the diagram which you shared if first criteria is satisfied there is no option to move to 2nd criteria(because that falls in FALSE condition).
      In Jitender’s diagram there is “Evaluate the next criteria” which will call the 2 nd process after execution of 1St one(even though it falls in FALSE condition).

      Reply
      1. Jitendra Zaa Avatar
        Jitendra Zaa

        That’s correct @Merul , Previously process builder could only have true and false condition. We could not have other descision just followed by eithet True or false.

        Reply
  2. #InnerPeace Avatar
    #InnerPeace

    create a task when lead source is Email and send an email to owner if lead source is web.

    It seems first condition would be false then it will come to second. As lead source either will be Email or Web.

    So request you to change in given statement which explains the core logic so @disqus_02PqunXuKe:disqus and guy like me won’t confuse.

    Reply
    1. Jitendra Zaa Avatar
      Jitendra Zaa

      Fixed it.. Thanks for pointing it out

      Reply

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