Create actions using Process Builder

For example

  • Create a case when a negative review is received.
  • Send an alert when a negative review is received.
  • Post to a Chatter Group when either a negative or positive review is received.
  • Add an Account Contact to a Marketing Campaign when a positive review is received.
  • Invite a Company Review when a Case is closed.
  • Invite a Product Review when an Opportunity is closed won or an Asset is created.

Follow these steps to create a flow using Process Builder to create a case when a negative review is received.

  • Create a new flow in Process Builder
  • Add the Review Object:
  • Add criteria of Review Value is 1 or 2:
  • Select and define an action to create a Case with your required field values.
  • Activate the flow.

You can include other Salesforce action types such as Email Alerts:

Or Post to Chatter:

Use Process Builder to create a flow that includes an Email Alert action:

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