What Is Process Builder In Salesforce – The Ultimate Guide

Process Builder in Salesforce can be used to automate & streamline a few of the regular assignments.

The Process Builder in Salesforce is a tool for workflow management to which you can employ business process automation. The simplistic interface that it has enables you to click & point to choose fields & objects at the time of setting up time-based and instant actions.

Process builder assists you in business process automation such as email alerts, record update, and any assignments you allot. It’s an augmentation of workflow customs comprising additional features. We can build the entire procedure in one place instead of utilizing various rules of the workflow.

This entire process builder has an interface of point & click. The process utilizes a standard or customized object with associated action for business process automation, all without a single line of code.

The Process Builder in Salesforce empowers you to do much more than the potential of a simple workflow.

ACTION TYPES

There are numerous separate actions that we can trigger in the Salesforce process builder. Let’s have a look at these actions:

  • Create a record: It enables you in new record creation and fixes some specific field values for every new record. For any of the fields, automatically the rows will appear as per the needs.

  • Trigger Apex code: Process Builder in Salesforce can be used for invoking Apex code that can be written in Salesforce. This code can be whatever from customized logic for a record saving to sophisticated business processes.

  • Email alerts: These are settled outside of the Salesforce Process Builder and include the list of recipients, standard text, and email template.

It is necessary to create an alert for an email in practice to send an email from the processes. You can only utilize signals of email, which are connected with the same object to which the process is consolidated. We can use the record that results in the process beginning as the merge field’s origin that is utilized in the alert for email.

  • Post to Chatter: With the utilization of post to chatter action, within Salesforce, the details to any group or user chatter feed can be posted. The post will be seen in the field of chatter as if it is composed of the one who helps in triggering a process. You can take reference from topics or groups & join merge fields.

  • Trigger a flow: A flow can be started from your process for automating the sophisticated business processes. Flows can be created for performing logic and possess events for flow triggering through processes without the need for code writing. For starting a ready to trigger flow from a process, it is necessary to build & activate the flow.

  • Approval submission: Submit the set of records that began the approval process, executing this through a process will enable you to choose a wide range of criteria and options as compared to a workflow. Simply the record associated with process launching will be submitted. Any associated record for approval cannot be submitted.

  • Quick actions: Global actions must be occupied by you or a specific object action formed inside Salesforce for utilizing these actions. Then after, you can choose to call log, record updation, or send an email.

  • Update records: Updating one or more records which are associated with the process of launching records. By using the values from related records, or by utilizing manually entered values, the records can be updated. The record’s field naming “Last Modified By” will be placed to the user who launches the process.

Salesforce Implementation Guide

The experts here at Cloufi are working as a team of Salesforce consultants for the last few years. We are serving the small, medium, and large scale organizations by taking over the responsibilities of their organizational IT infrastructure. We are in collaboration with many individuals who are trying to establish themselves and also with those who have established their presence and just about to grow up as a trademark. We worked with all the business sectors and industries and hence are here with Salesforce Implementation Guide that will help you the stability and operational capability of your organizational infrastructure.

How To Start With The Process Builder

From Setup —->> Build—->> Create —–>> Approvals & Workflow —->> Process Builder

For creating a new process, click on new. You will see a popup, here you need to fill up the name, classification and the process begins when the selection has 3 values

  • A platform event occurs
  • A record changes
  • Another process invokes it
  • Select any of the option given above and hit on save button.

For starting the process, hit on the option of “add an object,” and you will be displayed with a page that you have to choose the object & begin the process selections.

In the “Advanced option,” choose yes if you wish to permit the process to assess a record many times in a specific transaction.

Subsequently, you need to add criteria for the process evaluation. Hit on the add criteria, fill up the name of the criteria, choose the selections under criteria for the action execution,

  • Meeting the conditions
  • Evaluation of formula to true
  • No criteria —simply the action execution!

Hit on the “add row” for adding additional action’s conditions.

Set the condition where you will find ‘Operator’, ‘Field’, ‘Value,’ ‘Type.’ Choose any of the conditions from

  • Meeting any of the conditions (OR)
  • Meeting all of the conditions (AND)
  • Logic customization

If required, the action can be scheduled by setting the schedule button that has date & time to select. For quitting the flow, hit on stop. One of the other more flows can be added or hit on “activate key” at the time of having assigned data in the appropriate format & review rules of validation. As compared to Workflows, we can execute more operations using process builder.

Process Builder Can Be Used To Perform Below-Given Actions

  • Record building & updating
  • Record submission for sanction
  • Send an Email alert
  • Request a process from a different process.
  • Flow launching
  • Post to chatter
  • Apex methods can also be called

What is Workflow in Salesforce?

The Salesforce workflow allows you for setting up the rules of the workflow. A workflow rule distinguishes what sorts of record modifications, or extensions trigger particularized actions of workflow, like record field updating & addressing email alerts. Workflow actions & rules are connected with a particular object (and can cross objects just for updating fields on an associated master report).

  • The rules of the workflow will be based on triggered on an assortment of criteria.
  • Workflows are easy, quick, and friendly to button-clicks.

What is Salesforce Visual Workflow?

Visual Workflow in Salesforce allows you to build flows that users trigger rather than events. Contrasting to Workflow that always accomplishes actions & rules behind the scenes, Visual Workflow in Salesforce provides covers for presenting and gathering data from the user operating the Workflow.

  • They can view up, build, renew, and remove records for various objects.
  • Flows are not fastened to any specific object.

Chitiz Agrawal

12+ years of experience in Salesforce.com CRM Platform and Java technologies. Involved in various stages of Software Development Life Cycle (SDLC) including analysis, requirement engineering, architecture design, development, enhancements, testing, deployment and maintenance of standalone, multi-tier, web-based, and portals based object oriented enterprise applications. • Certified DEV 401 developer, ADM 201 Administrator and Sales Cloud Consultant. • 8+ years of Techno-Functional experience with Salesforce.com/Force.com platform in providing CRM solution. • Ability to independently perform development, testing, implementation, documentation and updating. • Ability to work independently and engage supervisor as needed and to handle full workload and meet proposed deadlines. • Excellent Interpersonal, Communicational, Organizational and Team Leading skills Specialties: Salesforce.com: Sales Cloud, Service Cloud, Force.com: Custom Cloud Salesforce.com: Reporting and Analytics of Sales, Service, Custom Cloud Data Analysis, Data Cleansing, Data Normalization, Data Migration, Salesforce.com Data Loader JavaScript, XML, SOAP, WSDL, HTML, AJAX, Web Services JDK, J2EE, Servlets, JSP.

Chitiz Agrawal

12+ years of experience in Salesforce.com CRM Platform and Java technologies. Involved in various stages of Software Development Life Cycle (SDLC) including analysis, requirement engineering, architecture design, development, enhancements, testing, deployment and maintenance of standalone, multi-tier, web-based, and portals based object oriented enterprise applications. • Certified DEV 401 developer, ADM 201 Administrator and Sales Cloud Consultant. • 8+ years of Techno-Functional experience with Salesforce.com/Force.com platform in providing CRM solution. • Ability to independently perform development, testing, implementation, documentation and updating. • Ability to work independently and engage supervisor as needed and to handle full workload and meet proposed deadlines. • Excellent Interpersonal, Communicational, Organizational and Team Leading skills Specialties: Salesforce.com: Sales Cloud, Service Cloud, Force.com: Custom Cloud Salesforce.com: Reporting and Analytics of Sales, Service, Custom Cloud Data Analysis, Data Cleansing, Data Normalization, Data Migration, Salesforce.com Data Loader JavaScript, XML, SOAP, WSDL, HTML, AJAX, Web Services JDK, J2EE, Servlets, JSP.

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