Configuration of Process Builder for SLA policy
This article provides information and direction regarding configuring the process builder for SLA Policies.
- Access your Salesforce instance and select Setup.
- Click Process Builder.
- Start creating the process builder for the policy by selecting the New button.
- Give a process name in the window that pops up.
Note: An API name that is unique for each policy is generated automatically after the process name is entered.
- Add a description message, if applicable.
- Select an action from the drop-down menu. This will decide when to run the process.
- Select the object for which the policy was created in Motion App.
- Specify when to start the process and Save.
- Select the add criteria option in the decision box of the process builder.
- Give a criteria name and select a criteria to execute the action.
- Set conditions, when to take immediate actions.
- Add an action to be executed.
Note: The Action type field should be selected as Apex. Enter an Action Name. Select Policy Handler for Apex Class.
Set Apex Variables as following for builder setup for SLA policy is as follows.
Currently, the following parameters are supported.
| Field | Values |
| policyType | ServiceLevelPolicy |
| inputVal1 | Tag Field Value Eg; LeadSource |
| inputVal4 | Tag Operator Eg: Wildcard, default |
| InputVal5 | Sync/ASync |
Add an SLA Timer Component to Salesforce
- Drag the S-Service Level Timer component to your desired location on the layout.
- Save the page.
- Optionally, activate the page.