Activity Forums Salesforce® Discussions What should be the condition we need to specify in process builder to specify schedule actions?

  • Manpreet

    Member
    April 27, 2018 at 11:25 am

    Hi saurabh,

    Below are 2 conditions:
    Only when record is created
    When record is created or edited and while define criteria select the checkbox for below setting
    Do you want to execute the actions only when specified changes are made to the record?
    3. Is it possible to edit the process once it is activated?
    No, You need to clone and while cloning you can create new process or create new version.

    Thanks.

  • Aman

    Member
    May 1, 2018 at 7:39 am

    Hi Saurabh,

    Your process needs to fulfil any one of the below conditions to have schedule actions:

    1. Start the process only when a record is created.
    2. Start the process when a record is created or edited

    Thanks

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