Skip to content

Instantly share code, notes, and snippets.

@zaynelt

zaynelt/table2.md

Created May 11, 2020 19:40
Show Gist options
  • Save zaynelt/ae353d4e9c827fd5991dbac05b712c8e to your computer and use it in GitHub Desktop.
Save zaynelt/ae353d4e9c827fd5991dbac05b712c8e to your computer and use it in GitHub Desktop.
Download ZIP
Raw
table2.md
ID JIRA-0001
Description Automation on the account object is currently achieved with Workflow rules, Process Builder and simple Apex.
Detailed Issue The following workflow rules exist on the Account:
"Update company review date when account is active,"
"Set account flag to yellow if not review date is set"

The following Apex automation exists:
"UpdateContacts" (updates related contacts when review date is set)

The following processes exist:
"Auto create contract for new accounts"
Proposed Solution Create a new process and migrate all functionality from the two workflow rules, the Apex class and the multiple processes into one process called "Account Automations."

Once tested and deployed, delete the old workflow rules, Apex and process.
Effort 4 hours
Sign up for free to join this conversation on GitHub. Already have an account? Sign in to comment