The process builder tool supports in automating business processes. For instance, all that goes into a record when a courier delivery is finished. This automation includes creating the resulting three steps −
Let us now make a sample process which will add a record when the courier delivery is completed.
Go to the link Setup home → Platform Tools → Process Automation → Process Builder. Click New. Upon clicking New, the resulting window seems which asks for name of the process and description. We fill in the details as shown and click Save.
Following, we get a procedure automation window. Click New to go to the next step. And select the Object delivery schedule as shown below. Click Save.
Click on the Add Criteria button in the canvas to add a state for the process to be permitted to execute. Here we select the delivery date as the field which when updated will trigger the process. Click save to save the criteria.
Following, we add action to trigger the start of the process when the condition is met.
With this setup, when a courier delivery is finished, we are able to make a record to track the conclusion of the delivery.
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