Why, Process Builder, Why! (Updated – Humble Pie Edition)

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I published a blog post last Thursday and pushed it up to the Salesforce Community. I am a big fan of the community because there is always lively discussion and sometimes, like this time, Salesforce legends pop up! Shelly Erceg is way up yonder on the Salesforce org chart, so it is always fun and a bit nerve wracking when someone like that drops some knowledge on you!

SNAP!

BTW – Not the knowledge you want dropped on you!

Turns out, the documentation I had found was out of date and that in fact, there was no limitation…which means that the process builder was borking out from something I did (D’oh!).

Doh

After a quick trip to the corner for some weeping, it was back to the grind to figure out just what the heck was going on!

Well, here is the short version! I started with two actions and once that was working, I cloned the process and created the rest of the tasks (13 of them ) by hand! It turns out, that when I did that, I set the “Owner ID” on one of the tasks (number 9 to be exact!) to the case ID instead of case owner ID.

Now, I did do troubleshooting before I created the idea and subsequent blog post. In fact, this process has at this time 16 versions and I created at least half of those before I found the out of date article.

Bottom line is this…Process builder is NEW and most of us SFDC veterans will remember the teething pains that were felt when other new functions got rolled out. Heck, I remember S-Controls and the anguish that removing those caused! Process builder will get better and it is because of the dialog and openness that exists on the community and from people like Shelly!

BTW – I created a new category on my blog, “Humble Pie”, because I am sure this will happen again sometime!

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