Record

Best way to organize process of adding child records to a parent record from a UX perspective

Best way to organize process of adding child records to a parent record from a UX perspective
  1. How do I update my child record in Process Builder?
  2. Can we create child record using process builder?

How do I update my child record in Process Builder?

Click the 'Object' Picklist, then select the Account record that started your process and select a record related to the Account: Note: These records are radio buttons, and only one may be selected. To update child records, select the send option 'Select a record related to the Account'

Can we create child record using process builder?

The use case is familiar to any seasoned Salesforce consultant: your client needs their records to match their business workflow, say, by transforming closed Opportunities with Products into Orders with Products.

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