This use case pertains to contract management. You can use process builder to create a new contract for an account based on specified activity within the system. We will be creating a new contract for an account whenever an opportunity is closed/won.

Here are the steps I followed:

  • Created a new checkbox on contract: contract – opportunity
  • Created a new process “when a record changes”
  • On the opportunity object, whenever a record is created or edited
  • Process criteria: conditions are met
  • Opportunity stage equals closed won
  • AccountID not null
  • All of the conditions are met (both the above two)
  • Scroll down to advanced and check “Do you want to execute the actions only when specified changes are made to the record?”. I’m not sure about this but I think it’s equivalent to “to subsequently meet criteria”.
  • For action, create a record
  • Create new contract
  • Fill in the fields as follows

Screen Shot 2018-03-23 at 2.47.10 pmScreen Shot 2018-03-23 at 2.47.38 pm

Then there is a second process to be made, on the contract object.

  • Create new process
  • When a record changes
  • Contract object
  • Whenever a record is created
  • For conditions, do whenever contract – opportunity is checked
  • Immediate action: update contract record and set picklist to activated

So basically, whenever an opportunity is closed/won and it has a valid account associated with it, Salesforce will create a new contract for that account, ticking a checkbox among other things. Whenever a contract is created with that checkbox ticked, it will run another process to activate the contract by way of picklist.

What I don’t understand about this is why they wouldn’t just set that picklist field to active with the first process, which would seem to eliminate the need for two processes.

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