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
- 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)