Trigger a Message Flow from Process Builder

Using the Action Key generated for each message in a message flow, you can trigger further messages from a Process Builder. The triggering of the messages is based on certain criteria and conditions.

What is the Action Key?

For each message created in the message flow, a unique Action Key is generated. The action key is necessary to trigger messages from the Process Builder or Flows. The action key appears as shown.

Trigger a Message Flow from Process Builder using Action Key

  1. Click on the Salesforce navigation on the top right and then click Setup
  2. Select Process Builder by:
    • Using the Search Setup field, or
    • Using the Quick Find search field, or
    • Selecting Platform Tools > Process Automation > Process Builder.

  3. Click New.

  4. In the New Process window, enter the following information:
    • The Process Name
    • The API name
    • A Description of the process.
    • The Action trigger indicating when the process will begin.

  5. Click Save.
  6. In the Process Builder page click Add Object and define the object.

  7. Click Save.
  8. Click Add Criteria and define the criteria for the action group.

  9. Click Add Action and define the following:

    Action TypeSelect Create a Record from the drop-down menu.
    Action NameType an Action name.
    Record TypeSelect Converse App Task from the drop-down menu.
    Set Field Values – Automation Key ReferenceEnter the Action Key after creating the message in the message flow procedure.
    Set Field Values – Lookup ReferenceSelect the lookup reference information. Select the Objectfrom the drop-down. Select Field Reference from the Typedrop-down. Search for the Field Reference Value.

  11. Click Save.
  12. Click Activate and then click Confirm.
Activating this process automatically deactivates any other active version. The deactivated version is available in your version history.

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