Steps :
Step 1: Go to Setup --> Create --> Workflow & approvals --> process Builder --> Click on "New" button to create a new process as shown in the image below
Step 2: Enter process name,description etc as shown in the image below and click on "Save".
Step 3: Click on "Add Object" ,a screen will appear at the right side as shown in the images below.
Select the object as "Account" and select the checkbox "When a record is created or edited" in the start the process section.
and then click on "Save" button.
Step 4: Click on "Add Criteria" as shown in the image below. and then enter criteria name.
In the Criteria for Executing Actions,select "Conditions are met".
In the Set Conditions ,we need to add one row to keep condition.
Select rating (Account Rating) in the Field lookup and in the value select "hot" as the value as shown in the image below and then click on "save"
Step 5: Click on "Add Action" in the immediate actions as shown in the image below.
A screen will be displayed at the right side.
Select action type as "Create a record".
Give any name for Action Name
Select contact as record type.
In the set Field Values section,We need to add 2 rows.
1)One is to map contact name with account name.
2)The other is to map the newly created contact with its parent account record.
Add the 2 rows as shown in the image below.
Note : Need to use reference in the type to map contact name with its account name.
Step 6: Click on "Activate" button to activate the flow as shown in the image below.
It will show a popup as shown in the image below.
Click on "Confirm" button to activate the flow.
That's it..Now when we create a new account record With rating as "hot" or update existing account record with "hot" as rating value,New contact will get created as shown in the image below.
Step 1: Go to Setup --> Create --> Workflow & approvals --> process Builder --> Click on "New" button to create a new process as shown in the image below
Step 2: Enter process name,description etc as shown in the image below and click on "Save".
Step 3: Click on "Add Object" ,a screen will appear at the right side as shown in the images below.
Select the object as "Account" and select the checkbox "When a record is created or edited" in the start the process section.
and then click on "Save" button.
Step 4: Click on "Add Criteria" as shown in the image below. and then enter criteria name.
In the Criteria for Executing Actions,select "Conditions are met".
In the Set Conditions ,we need to add one row to keep condition.
Select rating (Account Rating) in the Field lookup and in the value select "hot" as the value as shown in the image below and then click on "save"
Step 5: Click on "Add Action" in the immediate actions as shown in the image below.
A screen will be displayed at the right side.
Select action type as "Create a record".
Give any name for Action Name
Select contact as record type.
In the set Field Values section,We need to add 2 rows.
1)One is to map contact name with account name.
2)The other is to map the newly created contact with its parent account record.
Add the 2 rows as shown in the image below.
Note : Need to use reference in the type to map contact name with its account name.
Step 6: Click on "Activate" button to activate the flow as shown in the image below.
It will show a popup as shown in the image below.
Click on "Confirm" button to activate the flow.
That's it..Now when we create a new account record With rating as "hot" or update existing account record with "hot" as rating value,New contact will get created as shown in the image below.
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