Initiate a Sequence from process builder (Automatic Trigger)
Salesforce Process Builder will soon reach End-of-Life and will not be supported. Please consider using the “Initiate a sequence Using a Record-Triggered Flow” option to avoid disruptions when Process Builder is retired.
Start a Callout Sequence automatically with Process Builder
One way to initiate a sequence using the template is automatically in Process Builder. Start by going into Set Up and selecting Process Builder under Process Automation. Be sure to review Salesforce documentation as well.
Give your process a name, description and start the process when a record changes:
On the builder screen, select your object. This is the same as the Main Object from the callout sequence or a related record. Depending on when you want the automation to run, select either when a record is created OR when it is created or edited.
Select the Add Criteria node to the left of the screen and provide a Name of your choice.
Select the Add Actions node on the screen and provide a Name of your choice. Complete the following:
- Action Type = APEX
- Action Name = Name of your choice
- Apex Class = Invoke Callout Sequence
Now you will need to set the Apex variables. You will need to know your Callout Sequence ID. You can identify your Callout Sequence ID under the Administration tab – Callout Sequences subtab in the Declarative Webhooks app. Review the record ID associated with your sequence. This is your Callout Sequence ID.
Be sure to Activate your process and test by either creating or editing a record associated with your Main Object.
We recommend testing this in your Sandbox before Production.
