Process Builder

Sneha AgrawalDeveloper, Et Marlabs

Agenda

Introduction

Steps on Workflows

Process Builder

Benefits & Limitations

Q&A

Knowledge Sharing

Introduction

The Process Builder is a tool that allows you to easily automate business processes using a convenient graphical representation of your process as you build it.

Automated processes in the Process Builder consist of :

1. Criteria that determine when to execute action groups

2. Immediate and scheduled actions to execute when those criteria are met.

With Process Builder, You

can:

Create a record

Update any related record—not just the record or its parent

Use a quick action to create a record, update a record, or log a call

Launch a flow—you can’t schedule this action with workflow

Send an email

Post to Chatter

Submit for approval

Call Apex from a process

Steps on Workflows

Step 1 : Select Object

Step 2 : Defining criteria

Step 3 : Select action

Step 4 : Activate workflow

Process Builder

Step 1 : Define the Name

Step 2 : Select Object

Step 3 : Criteria Node

Step 4 : Select Action

Step 4 : Define action and activate it

Benefits & Limitations

Benefits

Number and type of actions available.

More flexibility within the criteria stage

Ability to add layers of decision

The visual aspect

Limitations

You can’t change the order of the criteria nodes or the order of the actions.

If any of the actions fail, the entire transaction fails and an error message displays.

Email alerts aren’t supported for task- or event-based processes.

Q&A

Question 1 Order of execution of Process Builder

Question 2 A process can have up to ----- versions but only one version of a process can be active.

Question 3 What action is available on workflows but not on Process builder

Question 4 Process builder available in which editions.

Knowledge Sharing

Bulkify Process Builder

Order of execution

Outbound messages

Thank You…..