This option is used to trigger a Salesforce process upon completion of contact routing. The salesforce process builder is used to send an email, create a task, or automate further salesforce processes. The system will route and update the salesforce with API name and trigger the process builder using the API.
Note: If the process builder does not exist in Salesforce, then this step will be skipped. Only a single Lead Router can be activated at a time.
Enter the API name in the Provide process builder API name field.
Process Builder can only be invoked on the record being routed. If a lead record is being routed, then process builder can be invoked on Lead Record only. Thus, if any auto conversion option has converted the lead into contact/account, process builder can not be invoked on the newly created contact/account.
To invoke process builder on the new contact/account records created by converting leads, we suggest that you do a "Data Value Update" on lead record. In the salesforce process, use the new data value on the field to trigger the process.
