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K Roy how to use hierarchy bases custom settings from a process builder?
Hello All,
I have a situation where i need to populate a few values in a text field. Now since it will be country specific, i need to create hierarchy based custom settings and then have to use it from a process builder to update the corresponding text field. How can i achieve this?
Thanks in advance.
I have a situation where i need to populate a few values in a text field. Now since it will be country specific, i need to create hierarchy based custom settings and then have to use it from a process builder to update the corresponding text field. How can i achieve this?
Thanks in advance.
Greetings to you!
Please refer to the below links to use Hierarchy custom settings in Process Builder. Hierarchy is the only custom setting type that can be used in validation rules, process builder or visual workflow.
https://www.jitendrazaa.com/blog/salesforce/use-hierarchy-custom-settings-to-avoid-hard-coding-in-formula-field-custom-button-process-builder-or-workflow-rules/
https://jenwlee.wordpress.com/2016/05/24/use-custom-settings-in-process-builder/
I hope it helps you.
Kindly let me know if it helps you and close your query by marking it as solved so that it can help others in the future. It will help to keep this community clean.
Thanks and Regards,
Khan Anas
https://jenwlee.wordpress.com/2016/05/24/use-custom-settings-in-process-builder/
https://www.linkedin.com/pulse/salesforce-process-builder-configuration-using-custom-keith-mcrae-1