Toggle Side Panel
Close search

Activity › Forums › Salesforce® Discussions › Can we create multiple records using process builder in Salesforce?

Tagged: , ,

  • Prakhar

    Member
    April 14, 2016 at 7:52 AM

    Hi,

    Yes you can create multiple records using Process Builder.

    When a process is created using Process builder, while adding action there is an option in dropdown of using apex, from there you can run your desired Class which can be used for the creation of bulk records.

    Hope you find your answer.

    Thanks.

  • [adinserter block='9']

  • Parul

    Member
    September 7, 2018 at 1:44 PM

    Hi,

    yes, you can create multiple records using process builder follow these steps:

    Go to process builder, create new process.

    Add object -> select "Contact".
    Start the process -> "When a record is created or edited"

    Add Criteria
    Set Criteria Name (to check for new record)
    Criteria for Executing Actions -> "Formula Evaluates to true"
    Function -> Logical -> ISNEW()
    Save

    Immediate Action (if true)
    Create record, select Fee__c -> assign values to all appropraite fields (either prefixed values or reference values from newly created contact record)

    If first condition is false

    Add Another criteria ( to check if  Semester__c is changed or not)
    Set Criteria Name (to check for updated field)
    Criteria for Executing Actions -> "Formula Evaluates to true"
    Function -> Logical -> ISCHANGED()
    replace "field" with "Semester__c"
    save

    Immediate Action (if true)
    Create record, select Fee__c -> assign values to all appropraite fields (either prefixed values of reference values from newly created contact record)

    Save

    Thanks.

Log In to reply.

Popular Salesforce Blogs

Popular Salesforce Videos