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WSC ADVISORY #2021035 WORKER RECORD UPDATES IMMEDIATE ACTION REQUIRED EFFECTIVE DATE: OCTOBER 6, 2021, It is the Qualified Organizations responsibility to keep accurate business contact information
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How to fill out process builder immediate actions
How to fill out process builder immediate actions
01
Go to Setup in the Salesforce application.
02
Under 'Process Automation', click on Process Builder.
03
Click on 'New' to create a new process builder.
04
Enter a name, API name, and description for the process.
05
Click on 'Immediate Actions' in the palette on the left.
06
Drag and drop the actions you want to execute immediately when the criteria are met.
07
Configure the action details such as updating a record, sending an email, etc.
08
Save and activate the process builder.
Who needs process builder immediate actions?
01
Salesforce administrators who want to automate processes and streamline workflows in their organization.
02
Users who want actions to be triggered immediately based on certain criteria being met.
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What is process builder immediate actions?
Process builder immediate actions are actions that are set to occur immediately after a record meets the criteria specified in the process builder.
Who is required to file process builder immediate actions?
Any user who has created a process builder in Salesforce and has set immediate actions to be triggered based on certain conditions.
How to fill out process builder immediate actions?
You can fill out process builder immediate actions by selecting the type of action you want to take, specifying the criteria that need to be met, and defining the action to be taken.
What is the purpose of process builder immediate actions?
The purpose of process builder immediate actions is to automate certain tasks or processes when specific conditions are met in Salesforce records.
What information must be reported on process builder immediate actions?
The information that must be reported on process builder immediate actions includes the actions being triggered, the criteria for triggering the actions, and the results of the actions taken.
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