The next concept that we are going to understand is how to use a process builder to perform quick actions
insensible.
We have two different types of actions intangibles like.
One is the global actions.
The other is the object specific quick actions.
So what are these.
What are the global actions and what does this object specific quick actions global actions as the name
says they are global meaning those actions can be added to basically any page that supports actions
like the home page the China tab or object pages or any of your custom lightening up pages.
So that basically they can be added to any of those pages and they are they do not have any specific
restrictions off of object on a record or anything.
They are global.
That is why they are called US global actions and how do we create those global actions set up go for
actions you should be able to see.
Global actions and you can create global actions that are different.
Global Action types and based on the requirement you can create them accordingly.
So these are global actions no more not object specific actions object specific actions as the name
says they are specific to a particular object they are tied to a particular object say for example students
if they want to create object specific actions for this a student object then go for this segment
Barton's links and actions here you can create an action and these actions that we create these are
called as object specific actions and they can be added only to this object specifically helps so these
global actions and objects specific actions like the way I showed you.
Now this is all you create the manually and use them and cells false now in this video what we are going
to understand is how do we use a process builder to automate these global actions and object specific
actions
so for understanding that concept let's consider this business use case whenever a new campaign gets
created a private chat group should be automatically created.
So this is our business use case.
So whenever a campaign record gets created in the system automatically a private check the group should
be created.
So now let's use process builder does all this business requirement.
So go for process builder let's create a new process fill in the details accordingly the process should
start then that a car changes basically whenever a campaign donor card gets created.
And the object he and his campaign and when leave in that regard is created the process should be triggered.
So I'm choosing the first option that is created.
Now let's go to the ad great idea here.
We can specify any specific business criteria for the time being.
Let me just keep it simple somebody we can just say if the campaign name is a not not a
are maybe campaigns get created with campaign name.
It's a mandatory field.
So maybe we can even make that and say just another criteria
let's do immediate action.
And here we discussed about many of the different action types and of a previous sessions.
Now let's understand how do we do this.
Quick action so select the action type us quick action and what does our action to auto create a check.
A group.
So give the action name accordingly
and now we need to select the global actions are the object specific actions of the type.
So global actions we have these two objects specific actions we need to specify which object and then
the action or maybe the type
which type.
Now let's go for global actions because we need to create a charter group.
So let's say a creative accord and then we need to say what record basically in our case it is a charter
group.
So let me select new group.
And now we need to set the field values.
The name let the name of the group be the same as the campaign name.
So let me choose a campaign name so do the tag group name would be the campaign name.
And it's a private charter group.
So let me choose private.
Basically setting up the field values based on the requirement to save full effect.
So you can see in of a process canvass we have completely configured it as part of the requirement.
It is time for us to act the way.
Test it out.
So let's activate it full effect.
Now let's create at camp and rec like let me say new product.
Campaign save.
We have created a new campaign record.
Now the process would have automatically got triggered and we should be able to see the chat.
Private charter group that is associated.
So now you can see a private charter group has been created with a campaign name.
So this is how we can auto create the global actions and the object specific actions using process builder.