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Salesforce process builder is a powerful tool you can use to automate business processes. It has a simple interface that allows you to point and click to select objects and fields while setting up immediate and time-based actions. A Process builder allows you to do more than a simple workflow would. It is a tool that allows you to automate business processes using a graphical representation of your process. It is like a workflow tool that helps you easily automate your business processes by providing a powerful and user-friendly visual representation of your process. The Process Builder’s simple and powerful design allows you to build customize the automated process.
There are several different actions you can trigger the process builder. These actions are:
The process builder is more flexible in comparison to the workflow. In workflow rule can’t update child record, Post to Chatter, auto submits record in the Approval process, invoke an apex or call flows.
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Setup =>Create =>Build=>Process builder=>New 
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public class invokeAppoveExample {
@InvocableMethod
public static void recordInsert(list<id>ids){
list<account>acc= [select id from account where id in:ids];
for(account a :acc){
opportunity op = new opportunity();
op.Name=a.Name;
op.CloseDate=system.today();
op.StageName='closed won';
op.AccountId=a.id;
op.Amount=a.AnnualRevenue;
insert op;
}
}
}
Now go to account update it sees its related contact will be updated, you will also a notification of address update
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| Type | Process Builder | Workflow |
| Complexity | Multiple if/then statements | A single if/then statement |
| Visual designer | ||
| Browser support | All (Chrome recommended) | All |
| Starts when | · Record is changed · Invoked by another process | Record is changed |
| Supports time-based actions | ||
| Call Apex code | ||
| Create records | Tasks only | |
| Invoke processes | ||
| Launch a flow | (Pilot)1 | |
| Post to Chatter | ||
| Send email | (Email alerts only) | (Email alerts only) |
| Send outbound messages without code | ||
| Submit for approval | ||
| Update fields | Any related record | The record or its parent |
With this blog, you have learned what is a process builder in Salesforce and how it works. Let us summarize the blog in a few points. You can perform the following actions with process builder:-
If you have any queries related to process builder in Salesforce then drop your query in the comment section below. Happy learning!
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