Configuration of Process builder for Motion policies

Configuring a process builder in Salesforce environment for each policy to trigger it when needed is one of the essential step in the execution of any motion policy.  Follow the below steps to set up a process builder:

  1. Log into the Salesforce environment and select Setup. 

  2. Search and select Process Builder from the quick find box.

  3. Start creating the process builder for the policy by clicking the New button.

  4. Once you click on New, you will be asked to choose between flow builder or process builder. Select the tab Continue in Process builder. 

  5. 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. 
  6. Add a description message, if needed.
  7. Select an action from the drop-down menu. This will decide when to run the process. 

  8. Now in the UI that appears select the + Add object button, a screen will open up on the other side and from the drop-down choose an object for which the policy was created in Motion App. Also specify when to start the process and Save.

    If there is Process builder already built for the particular object, it will get displayed.

  9. Now click the add criteria option in the decision box of the process builder. 
  10. Give a criteria name and select a criteria of your choice to execute the action. If you are choosing
    1. Conditions are met - you can set one or more conditions and can use AND , OR condition property to choose which condition to consider or customize it with your own logic.
    2. Formula evaluates to true - You can build formula of your own and execute the actions when it turns out to be true.
    3. If you just want the actions to be performed, you can choose no criteria. 

  11. The next step is to set conditions, when to take immediate actions. When you select Add action button, Select and define action screen opens up.
  12. 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 .

  13. All the above steps are common for configuring process builder for all the policies. Only the Apex variables input values changes for each policy. Refer below sections to check the Apex variable input values to complete the Process builder configuration, for the policy that you want to execute.  
    1. Best Match Account/BMA with fuzzy logic 

      The apex variables for BMA is as follows:
      1. RecordID : Use field reference in the type to select AccountID
      2. PolicyType: Set the Type to string with value "CleanDomain" (case sensitive) 
      3. If inputVal1 is Yes, it will call clean domain functionality.
      4. If inputVal1 is No, it will not call clean domain functionality.
      5. If inputVal2 is Yes, it will execute BMA functionality.
      6. If inputVal2 is No, it will not execute BMA functionality. 
    2.  SLA Policy
    3. 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
    4. Embargo Policy
      1. Account Embargo

        Required Fields
        1. PolicyType: Set the Type of string with value “EmbargoesCompliance’  (case sensitive) 
        2. RecordID : Use field reference in the type to select Account ID
        Optional Fields
        1. InputVar1 : Passing record’s territory id 
        2. InputVar2 : Calling the policy asynchronously. 
      2. Lead Embargo

        Required Fields
        1. PolicyType: Set the Type of string with value “EmbargoesCompliance
        2. ’RecordID : Use field reference in the type to select Lead ID
      3. Contact Embargo

        Required fields
        1. PolicyType: Set the Type of string with value “EmbargoesCompliance
        2. ’RecordID : Use field reference in the type to select Contact ID
    5. Industry Taxonomy Policy
      Set Apex variables as following for
      1. Account Object
      2. Lead Object

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