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Tarun MukhiaTarun Mukhia 

Need Help in Process Bulider Task.

Hi,

Can somoene please guide me with the steps to finish this task? I tied many differnt ways but it is not working.
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Thanks
Tarun


 
Best Answer chosen by Tarun Mukhia
Krishna SambarajuKrishna Sambaraju
Here is how I did it.
Step1:
Select object and set when to execute the process

Step2:
Set the criteria

Step3:
Set the actions (update contacts)

Step 4: Activate the process.

Hope this helps.

All Answers

Krishna SambarajuKrishna Sambaraju
Can you share the screenshots of the process you have created using process builder?
Tarun MukhiaTarun Mukhia
Hi Krishna, please see below.


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Thanks
Tarun
Krishna SambarajuKrishna Sambaraju
The process should be based on the object Account and when the shipping address is changed on the account it should update all the contact records. Clone the process change the object in the first step from Contact to Account, Change the filter criteria to point the account fields and retry.
Tarun MukhiaTarun Mukhia
Hi Krishna,

I am cloned the prosses but Object is greyed out. How do you change the Object?

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Tarun MukhiaTarun Mukhia
Hi Krishna,

I am creating a new one. I have changed the oblect to Account.
What do i select in action?
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Krishna SambarajuKrishna Sambaraju
Select "Reference" in the Type, then you will be able to select the Account's fields (ShippingCity etc.) Add a row for each of the mail address fields in contact and select the reference field from the Account. Then activate the process and test it.
Tarun MukhiaTarun Mukhia
It is still not going through. Below is what i did. Can you please check the first step?
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Krishna SambarajuKrishna Sambaraju
In your first step you should check for IsChanged to true instead of false.
Tarun MukhiaTarun Mukhia
Still not working, I don't know what am i doing wrong.
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Krishna SambarajuKrishna Sambaraju
Here is how I did it.
Step1:
Select object and set when to execute the process

Step2:
Set the criteria

Step3:
Set the actions (update contacts)

Step 4: Activate the process.

Hope this helps.
This was selected as the best answer
Tarun MukhiaTarun Mukhia
Is there anything at the end of the formula.
I am getting this erroe message

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Krishna SambarajuKrishna Sambaraju
Use a close ")" at the end.
Tarun MukhiaTarun Mukhia
It worked, appreciate all your help Krishna

Thanks
Tarun