Process builder is great automation tool of Salesforce. There are lots of accounts, contacts, opportunities, etc. created day by day. Sometimes some accounts are very important for day to day business. Accounts related cases and opportunities are very important things in Salesforce. Some accounts are key accounts. The principal behind it is that you can mark accounts that may need particular attention behind many reasons, such as annual revenue, is it active or not or any other reason. If you want to get the proper information, you need to create a process to automate the business.

Setting the Scene

I am working as a Salesforce Administrator and I have received a requirement to Key Customer Notification when certain accounts annual revenue is more than $1,00,000. When a new case creates and case related account annual revenue is more than $1,00,000, account owner receives an email notification.

What we will do to achieve this, is create a custom formula field on the Account object called Key Customer Account, when account annual revenue is more than $1,00,000. Then I will create an Email alert and Email template for email notification. After that I will create the Process Builder that will power the automation.

 

Step 1: Create a formula field

If you do not know, what is formula filed. Learn here How to Build a Formula Field

Go to: SetupObject Manager AccountFields & Relationships → Click New.

Follow the screenshots below.

Create a formula field

Create a formula field

 

Choose Data Type Formula → Click Next -> type the Field Label: Key Customer Account → Formula Return Type:
Checkbox -> Click Next

Follow the screenshots below

Create a formula field

Create a formula field

 

Write Formula: IF ( AnnualRevenue >= 100000, TRUE,FALSE) -> Click Check Syntax -> Click Next

Follow the screenshot below.

Create a formula field

Create a formula field

 

Select the profiles to which you want to give access to this field (indicate what access each profile will have for that field: Visible, Read-Only or no access) → click Next.

Follow the screenshots below.

Create a formula field

Final step is, choose the Page Layouts, the field should appear on, then click save.

Follow the screenshots below.

Create a formula field

  

Step 2: Create Email Alert and Email Template

Create Email Templates

    • Go to the Setup
    • Find Classic Email Templates
    • Click on New Template button
    • Choose the type of template you want to create. In this case, I select Text
    • Click Next

Follow the screenshots below.

Create Email Alert and Email Template Create Email Alert and Email Template

 

Here I am sending below email template with Key Customer Account details to the Account owner. So, I choose filed type Account Field | Fill all the require Email Template Information and put merge field according your requirements (What would you like to include in email template) when Account owner received an email notification.

Create Email Alert and Email Template

 

Create an Email alert on the Case object.

  • Go to Setup
  • Find Email Alert from quick find box
  • Click on it
  • Click on the New Email Alert button and enter the details (Descriptions | Unique Name
  • Object Case
  • Find Email Template (that you have created before) | Recipient Type| Search Account Owner | from Available Recipients
  • Move it to the Selected Recipients) as shown in the below screenshots

 

Create Email Alert

Create Email Alert

 

Step 3: Create the Process Builder

Go to: Set up → use the quick find box to search for Process Builder. Create a new Process Builder.

Create the Process Builder

 

Click New -> Put all the necessary details (Process Name, API name, Description (Optional)) and choose The Process starts when, A record changes -> Click Save

Create the Process Builder New Process

Add the Entry Criteria

    • Click on Add Object
    • Select Case object
    • Entry criteria, select only when a record is created

Add the Entry Criteria

Add Criteria

The next step is add process criteria for Key Customer Account

    • Click on ‘Add Criteria
    • Criteria for Executing Actions is when Conditions are met.

Add Criteria

 

Set Conditions, by clicking into the ‘field’ box to launch the list of fields. In this case, I have set:

[Case].Account.key_Account__C Equals Boolean True
Click Save

Follow the images below as a guide.

Selct Field True

Selct Field True

 

 Add the Actions

    • The next step is to add an Immediate action.
    • Click on Add Action (underneath ‘Immediate actions’). Select the type of action to create, in our case choose Email Alerts, write Action Name and Find Email alert (That you have created in Step 2)
    • Click Save

Follow the images below as a guide.

Add the Actions

Select and Define Action

 

 

Step 4: Activate the Process!

Final step is to activate the process using the Activate button.

 

Activate the Process

 

Step 5: Test the Results

The final step is to check this functionality out! To do so, let’s create a new Case and case related account revenue is more than $1,00,000.

Did the process fire, or not?

Here, I have created an Account, name is Miraforce PTY LTD with the Annual revenue is $150,000.

 

Test the Results

See below screenshot, Checked the Key Customer Account automatically and it is read only.

Test the Results

 

Now, I am going to create a new case and use Miraforce PTY LTD account and check, did the process fire or not?

 

Test the Results

Test the Results

 

Summary

In this article, I have explained how to easily automate business process and get important information quickly and easily.

Look out for more Process Builder tutorials coming in my series!

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