The customer is wanting a way to track custom service projects past the point of sale. These projects will be created manually, but logically happen after an opportunity is won. We will not be touching the opportunity during the scope of this project.
Goals will be split into 3 categories:
Phase 1, Crawl: Get the basics created and working manually.
Phase 2, Walk: Introduce automation to speed up the time to create
Phase 3, Run: More advanced automation and screen flows to better control creation.
Create a custom object Project
New Records will be manually named, NOT autonumber.
Create custom field Client that is a Lookup to Account
Create a custom fields Project Start Date, Project End Date, and Due Date that are the type Date.
Create a custom field Assigned To that is a lookup to User.
Create a custom field Reviewed By that is a lookup to User
Create a custom picklist field Stage with the values: New, Working, Under Review, Complete.
Create a custom field Blocked that is a checkbox (default unchecked)
Create a custom field Blocked Reason that is Text (255 characters)
Create a custom field Project Notes that is a Text Area (5000 characters)
Search “Tabs” in Setup Search. Create a new Custom Object Tab for Project. Pick a tab style (this isn’t used anymore, but is still required), and leave all other settings as is. Click next until you can save.
Go to Object Manager > Project > Lightning Record Pages. New Page > Record Page
Name it Standard Project. Object = Project. Template “Header and Right Side bar”
Add the Highlights Panel to the top, Path and Record Detail to the left, and Activities to the right hand side.
Click Save, Activate, Assign as Org Default, Desktop. Save one more time for good measure.
Go to Setup > Path Settings > Enable > New Path
Name: Project Stage, API reference name should fill out after a path name is entered, Object: Project, Record Type: Master, Picklist: Stage
Under the Working Stage, add the fields Blocked and Blocked Reason
Activate the path and enable celebration for the value Complete. Frequency Always.
Return to the Lightning Record Page for Project and select the new path for the path element.
Go to Setup > Process Builder > New Process
Process Name Project PB, and then The process starts when A record changes.
In Add Object, select Project and then when a record is created or edited, Save. This is important, once this is saved, it cannot be changed. If you mess this up, delete the process and create a new one.
Under Add Criteria
Criteria Name New Project is Created
Criteria for Executing Actions: Formula evaluates to true
Action Type: Update Records, Action Name: Set Due Date, Record Type: The Project__c record that started your process
Field Due Date, Type Formula, Value TODAY() + 30
Save and Activate.
Test existing work
Click on the App Launcher (9 dots) and search for Project
Click the dropdown arrow and New (If you don’t see this, click Sales Console first, then try)
Create a Project Name. Set Stage to New.
You should see something similar to this layout (Note: I didn’t create all the fields in my testing, just the ones needed to do this much of the writeup. Confirm the due date has date entered, and it is 30 days in the future.
Click the dropdown arrow next to “New” in the path. If you then click “Working” do you see the Blocked fields show up under key fields?
Add to the existing process builder to automatically set the path as “New”
Add to the existing process builder to set the start date to the date the record was created. (hint, TODAY() is the formula )
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