TRAILHEAD SUPERBADGE SERIES: PROCESS AUTOMATION SPECIALIST – Create Robot Setup Object

Trailhead Superbadge Series: Process Automation Specialist Part 3

Link to Trailhead: https://trailhead.salesforce.com/en/superbadges/superbadge_process_automation

Process Automation Specialist: Create Robot Setup Object

  1. Robot Setup Object Create:
  • Master-details Relationship to Opportunity
  • 3 Custom Fields; Date, Notes, Day of the Week.

2. Process Builder – Create a record in Robot Setup Object when Stage = Close Won

1.Robot Setup Object Create:

Auto Number Setup  – ROBOT SETUP-{0000}

Day of Week (Formula Field)

CASE(WEEKDAY(Date__c), 1, “Sunday”, 2, “Monday”,3,”Tuesday”,4,”Wednesday”,5,”Thursday”,6,”Friday”,7,”Saturday”,null)

2. Process Builder

Validate Result

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