All Projects → mshanemc → Processbuilderblocks

mshanemc / Processbuilderblocks

Licence: bsd-3-clause
apex invocable methods for use in Process Builder

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Apex classes with invocable methods to allow Process Builder and Flows to do more stuff than what comes out of the box.

Deploy to Salesforce

Demo Video of all the components (except the last, newest ones)

Demo Video

Contents:

Delete (PBBDelete) Vid shortcut

Why: the thing you've always wanted to do from declarative workflow!

  • pass it a record Id, and whatever that is gets deleted
  • doesn't check for delete permissions or anything like that
  • doesn't handle any errors that may occur
  • use with caution. Your process could have users deleting themselves and crazy stuff like that.

"Manually" share records (PBBSharing) Vid shortcut

Why: you have sharing rules that are more complex than what the declarative sharing rules provide for

  • pass it a record Id, a user/group id, and an optional access level and it creates the sharing
  • known to support custom objects and some permutations of account (there's lots of complexity on account and I haven't tested them all)
  • I didn't write a test for this one--there's not guarantee that an org will have any __c custom object that this stuff depends on.

Assign Permission Sets to Users (PBBAddPermSet) Vid shortcut

Why: You use permission sets, and assign them based on rules about the user/profile/etc. Automate that!

  • pass it a permission set id and a user id, and it assigns that permission set to the user
  • uses an @future method to avoid mixed DML issues
  • There is a test class for this one, because every org will have PermissionSets available.
  • Because I did the testing, it's all nicely bulkified

Refresh a Dashboard (PBBDashboardRefresh) Vid shortcut

Why: You want to refresh a dashboard when stuff happens, like refreshing your opportunity dashboard after someone edits an opportunity so that anyone who views it has the latest and greatest data

  • Requires a remote site setup for self-calls (ex: if you're na16.salesforce.com, then there's a remote site for that)
  • no error handling--fails silently if the call gets 401, 404, bad request, limits hit, etc
  • does handle bulk scenarios (built in batching)
  • no tests since I can't programmatically create a dashboard OR make callouts to get your actual dashboards from apex test

Give a Thanks Badge (GiveWorksThanksAction) Vid shortcut

Why: Give badges when people do something...for example, marking an opportunity closed/won that's above a certain $ amount or getting perfect scores on a customer satisfaction survey.

  • Requires that work.com thanks be enabled (it's free, just turn it on in the setup menu)
  • Specify the badge name, who it's from, the thanks message, and who it's to
  • this creates the thanks and posts it to chatter

Apex debug (no video yet)

Why: It's hard to see what's going on in Process Builder sometimes. You just want to write a debug statement, right?

  • you pass it a simple string
  • you can make it "formula" so that you can log information from the objects involved

Apex Lock/Unlock records (no video yet)

Why: When a record gets to a certain stage, you just want to lock/unlock it. You used to have to create a dummy approval process and auto-submit to achieve this.

  • You MUST activate a setting to allow this (it's under Process Automation Settings in setup)
  • you pass it the record Id that you want to lock

Chatter Follow Video link

Why: Some event happens, and you want people to follow a record based on some criteria.

  • you pass it the recordId and the UserID of who you want to follow it
  • Apex generics, so it works for any object
  • it's actually smart enough to just ignore that request if Chatter isn't on, OR if that object doesn't have a chatter feed

Lead Assignment Rules re-run Video Link

Why: Some event happens, and you want to re-evaluate the lead assignment rules that usually only run on create

  • you pass it the recordId of the leads that you want the rules to run for
  • it runs your default (ie, the active) lead assignment rule
  • If you pass it recordIds of something that's not a lead, it just ignores it
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