Process Builder in Salesforce

Salesforce Provides many automation tools like Approvals, Flows, Workflows and Process Builder which we can use one or many based on the criteria.

About:

Process Builder inclues almost all the functionality that is available in workflow rules. We can made a single process to avoid multiple workflow rules i.e. A Single Process can do what it would normally take multiple workflow rules to do.

Steps to Create the Process:

1. Go to Setup --> Create --> Workflow & Approvals --> Process Builder

2. Click on "New" Button to create the process, Enter the Process name, API name and click on "Save"

3. By Clicking on "Add Object" you can select the Object where you want to start the Process.

Before saving the Object, choose when the process needs to be started either “creating the record” or while “creating and editing the record”.

1. The usage of options here are same as in the workflow process but are you wondering about the third option i.e. "Created, and any time it's edited to simultaneously meet criteria"?

2. That option can also be see here in this process but only in one possible way. That is

3. First, Choose the option "Creating and editing the record" in object node of Process

4. And then in the criteria node, Checking the checkbox of "Do you want to execute the actions only when specified changes are made to the record?" will gives the same result as in workflow rule third option.

5. After saving the Object node, Define the criteria for Immediate actions.

6. Give a meaningful criteria name and then set the field coditions or formula conditions to set the Immediate action

7. Once you cllick the "Add the Immediate Action", there you can get the options of 8 possible Immediate actions.

8. Apex

9. Create a Record

10. Email Alerts

11. Flows

12. Post to Chatter

13. Quick Actions

14. Submit for Approval

15. Update Records

NOTE: All the Immediate Actions are explained with examples on another post. Kindly refer as you need.

1. These all are the possible immediate actions that a process can handle. You can choose many number of immediate actions based on your criteria.

2. Once you saved the Immediate Action, there is another node of "Scheduled Actions" which will be appear only in two cases:

3. On the Object node, the process is set to "Start the process only when a record is created". Once this option is checked, all the criteria will have the scheduled actions node as available.

(OR)

1. On the Object node, the process is set to "Start the process when a record is created or edited" and then on the criteria node, the checkbox "Do you want to execute the actions only when specified changes are made to the record?" must be checked. The Schedule Process node will be available only when both of these checkboxes are checked.

2. After the Process Creation, Activate the process and create or edit the particular object record according to process builder criteria.

#ProcessBuilder