Creating Process Files |
Process Builder offers a comprehensive user interface so that you can create and customize your process files.
Follow step-by-step instructions for creating a process file complete with one or more actions.
Adding an Action to a Process File
Follow step-by-step instructions to add an action to a process file.
Use this dialog to select a new action for a process file.
Use these tabs to specify the general properties that control all of the actions for a selected process file.