SALESFORCE LIGHTNING

PROCESS BUILDER

Overview of Lightning Process Builder

Capabilities

Workflow vs Process Builder

Process Builder Interface

How to create a Process using Lightning Process Builder

Considerations for Process Design & Deployment

Limitations

Conclusion

TABLE OF CONTENTS

Point and Click Tool

for Automating

Business Processes.

.

Consolidates multiple

workflows into a single

process for easier

workflow management.

Creates shared

Canvas for IT &

Business to

Collaborate.

Allows to stop

using apex code for

automating simple

tasks.

Provides more

flexibility within the

criteria stage .

Allows to add layers

to criteria.

OVERVIEW

Create New

Records

Submit for

Approval

Supports

Time-Based

Interactions

Send Email Alert

Launch A Flow

Call Apex Code Use A Quick

Action

Update Related

Records

Post to Chatter

CAPABILITIES

Process Builder Workflow

Complexity Multiple if/then statements A single if/then statement

Visual designer Yes No

Browser support All (Chrome recommended) All

Starts when Record is changed Record is changed

Supports time-based actions Yes Yes

Update fields Any related record The record or its parent

Call Apex code Yes No

Create records Yes Tasks only

Delete records No No

Launch a flow Yes Yes (Pilot Feature)

Post to Chatter Yes No

Send email Yes (Email Alert Only) Yes (Email Alert Only)

Send outbound messages without code No Yes

Submit for approval Yes No

PROCESS BUILDER v/s WORKFLOW

PROCESS BUILDER INTERFACE

HOW TO CREATE A PROCESS ??

STEP 1 – NAME YOUR PROCESS

Name the process , Enter the description and save.

STEP 2 – SELECT OBJECT & CRITERIA

Select Object

Select and Add Object to associat process with an object and specify when

to start the process.

Advanced Option :

Recursion - If we select the Advanced option as Recursion this process

can evaluate the same record up to five times in a single transaction. It

might re-evaluate the record because a process, workflow rule, or flow

updated the record in the same transaction.

Select Criteria

The criteria is selected and defined and it must hold true before the process

executes the associated actions.

Advanced Option : Actions executed only when specified changes are

made to the record .

STEP 3 – SELECT IMMEDIATE ACTIONS

These actions get executed when the criteria's are met .

Available immediate action types Include :

• Auto creation of a child record

whenever parent record gets created

• Multiple fields updated in one action.

Email easily sent from a process

using Send an email action.

Creation of a record , available for other

objects not just tasks !!

Call Apex - Enables to do many things

with power of Apex)

Creates Autolaunched flows to perform

logic and have events trigger the flows

via processes.

Helps submit approval of a record

,automatically based on criteria.

Allows to push a chatter update into a

group or feed

• Creates records, update records and

log calls directly in the feed.

• Invokes object-related or global action.

STEP 4 – SCHEDULED ACTIONS

We can add Scheduled actions to the

processes .

A schedule lets the process know how long it must

wait to execute the associated actions.

Action Type can be selected and defined for

scheduled actions in a similar way as Immediate

Actions .

Advanced Options : Action Execution when

specified changes are made to the record.

CONSIDERATIONS

Process Design :

• Use 18 Digit Id in Process Builder

while referencing to Record Types.

• Select appropriate value while

updating Lookup Fields.

• Design the process before hand to

manage the order of execution.

• Use Debug Log to troubleshoot

process builder errors.

• Create the process builder in

Sandbox to test and then deploy the

process in Production.

• Re-Order the Criteria nodes as per

your requirement.

Deploying Flows with Change Set

• Select "Flow Definition” in the Component drop down when

adding components.

• Manually add referenced

components to the change set

like.

• Activate the flow manually after

deployment.

Deploying Flows with Packages

• Understand the limitations and

behaviours of packages that contain

flows.

• To deploy the package successfully,

manually add referenced components

to the package.

CONSIDERATIONS FOR PROCESS DESIGN AND DELOYMENT

Each process

is associated with

a single object.

Process name

must be 255

characters or

Fewer.

API name must

be 77 characters

or fewer.

Processes that

update owners

don’t also transfer associated items.

Order of the

criteria nodes

& Actions cannot

be changed.

Processes

should not be

set upto create

infinite loops,

to avoid hourly

limits

Email alerts

follow

Organization’s limits.

LIMITATIONS

ZEN4ORCE SERVICE OFFERINGS

jQuery

SALESFORCE CUSTOMIZATION

SALESFORCE AUTOMATION

ADVISORY SERVICES

INTEGRATED SOLUTIONS

Lightning

Bootstrap

Visualforce

Appexchange Communities

Service

Cloud

Sales Cloud

GitHub

Apex Web

Services

Visit www.zen4orce.com for further details about Zen4orce Services & Offerings.

Skillset

CONCLUSION

To sum up, Process Builder is an extremely important feature of Salesforce. It provides numerous advantages and can be utilized to automate all workflow actions .

Process Builder gives the ability to do things that workflow can’t.

No need to touch any APEX code to automate simple tasks !!

References :

https://trailhead.salesforce.com/en/business_process_automation/process_builder

https://developer.salesforce.com/page/Lightning_Process_Builder

Get in Touch with us :

+16124545031

sales@zen4orce.com

www.zen4orce.com

THANK YOU !!