Now that we have understood about the various concepts and process builder let's also understand how
to do wash and control in process that whenever we build a process Salesforce allows us to maintain
cushions in the process.
So how do we do that.
And again at this feature off for maintaining versions is a very powerful feature that we haven't process
builder.
So for doing that let's go to process builder you will be able to see all the processes that you have
created.
Let's pick any process for an example.
Say for example send a welcome e-mail to new users.
So this is a process.
Say for example there was a business use case and you created this process you activated it and users
are using that full effect.
Now after a few months you are getting a requirement to further update this business use case.
Maybe they want to add an action or maybe they want to remove an action or update an action or change
the criteria or whatever.
There is some update that is required to this existing process.
So now what do we do.
The first thing that we need to understand is the activated process builder cannot be updated and at
you see that like this is not activated.
You still see the Activate button.
So let me activate that OK.
So now that this process is activated so you see the deactivate button here.
So now this process is activated.
We will not be able to make any further updates.
Say for example add action changed the criteria.
You know Audra are big this stock process idea.
Will I be able to update any of the criteria that is dead in the process.
In short a process cannot be updated once activated.
So now what are the options that are available.
So whenever we get an updated business requirement what we do list to clone the process and why cloning
the process.
We have two options.
One is to create a version of the current process or a new process say for example we choose this one
create a new washing of the current process in that scenario the process named the API name the description
everything it remains the same.
And you can modify that if needed but not the API name and safe.
So now what we have created is we have created a replica of the current a process which is active and
now you'll see activate button design meaning this process is still not activated and here you have
all the options of adding action removing action and everything here.
This process which is not activated is 100 percent.
We can update that and if we go to view all processes go to the same process that does send a welcome
email to new users if you click here you can see all the various versions out here.
Motion one vision 2 vision three and also remember one thing among all the lessons that is available
for a particular process.
Only one version can be active at a time this version is active and if you activate under the Bush and
automatically this Bush and Regan be activated.
Meaning only one Bush can be active at a time in the process.
The other thing that we need to note here is only deactivated processes can be deleted so only the options
are available only for the deactivated processes.
You cannot delete an existing active process and if you want to delete an existing active process then
first you have to be activated and then delete it.
So this is definitely a very important and efficient mechanism because whenever we get to our beta requirements
of VR I'm basically not touching the active process that is existing in the system right.
That process will remain Access TV activate the vision to because it takes time for us from design development
till the time we deploy the production depending on the project timeline.
It takes time maybe a week two weeks or more than that it takes time.
So through all the phase of development the new process will be in the be activated stage so we'll do
all of our developments in the the activated process and then we activate the process in the lower enlightenment.
That is the sandbox and we tested out to ensure that it is working fine on the day of production deployment.
We deployed this new process the vision to activate to test what and the already existing version one
will automatically be the activated.
So this is how we do.
This was an control mechanism and process builder.
Point number one existing active process cannot be updated to make any changes.
We must first clone the process create a new version make all the changes in motion too and then activated
once you activate the process automatically the existing active process will get the activated.
In short only one version of a process can be active at a given point of time
and finally only deactivated versions can be deleted but Nardi activated once.
So this is all about who was in control mechanism in process.