Data policy - Configuring Process builder in salesforce for Account Dedupe Policy

Configuring process builder for every policy is mandatory. Follow the steps below to configure process builder for the Account Dedupe policy. 

  1. Log into the Salesforce environment and select Setup -->Process Builder.
  2. Start creating the process builder for the policy by selecting the New button.
  3. Give a process name in the window that pops-up. An API name that is unique for each policy is generated automatically after the process name is entered. 
  4.  Add a description message, if needed.
  5. Select an action from the drop-down menu. This will decide when to run the process. 
  6. Now in the UI that appears select the object for which the policy was created in Motion App. Also specify when to start the process and Save.
  7. Now select the add criteria option in the decision box of the process builder. 
  8. Give a criteria name and select a criteria to execute the action. 
  9. Set conditions, when to take immediate actions. These conditions depends on dedupe criteria that have been configured in the new policy that was created in Motion App.
  10. Add an action to be executed. The Action type field should be selected as Apex. Enter an Action Name . Select Policy Handler for Apex Class .
  11. Set Apex Variables as following for Account Object as below

Next Step

configure Account Dedupe policy in your fullcast environment. 

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