Our Support: During the COVID-19 outbreak, we request learners to CALL US for Special Discounts!

- Salesforce Blogs -

What Is Process Builder in Salesforce

What is a process builder in Salesforce?

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.

Actions Available In Process Builder

There are several different actions you can trigger the process builder. These actions are:

  • Trigger Apex code: You can use the Salesforce process builder to invoke Apex code you have written within Salesforce. Apex can be anything from custom logic to save a record to complex business processes. To invoke an apex class in process builder we have to use @AuraEnabled attribute.
  • Create a record: This will allow you to create new records and set certain field values for the new record.
  • Email alerts: IN order to send an email from a process, you must create the email alert. To send an email alert that email should be associated with the same object on which process is started. Email template contains the standard text, list of recipients, and template
  • Trigger a flow: You can launch a flow from your process to automate complex business processes.
  • Post to Chatter: Process builder post to chatter action helps to post information to any user or group chatter feed within Salesforce. The post will appear in the chatter field as if the person who triggered the process had written it. You can reference groups or topics and add merge fields.
  • Submit for approval: Only the record that started the process will be submitted. You can’t submit any related records for approval.
  • Update records: Update one or more records that are related to the record that started the process. You can update the record with manually entered values or by using the values from related records. We can update records of parent or child whereas workflow only updates same or parent object from the child.
  • Quick actions: You must already have global actions or an object specific action created within Salesforce to use these quick actions. You can then select to log a call, send an email, or update a record.
  • Process: This action will call another process to another process. For this action, you need to choose process type as it invoked by another process. 

 

Why Process builder?

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.

Salesforce Training For Administrators & Developers

Read: What is SFDC? What does SFDC stand for?
  • No cost for a Demo Class
  • Industry Expert as your Trainer
  • Available as per your schedule
  • Customer Support Available

Setup =>Create =>Build=>Process builder=>New What Is Process Builder in Salesforce

  • Enter process Name
  • Enter a description of the process
  • Finally, choose process type
  • Click on save

What Is Process Builder in Salesforce

  • Choose the object name on which you want to perform the task.
  • Choose the start process type.
  • Enter the criteria name.
  • Choose Criteria condition.
  • Set condition field.
  • Choose condition type.

What Is Process Builder in Salesforce

  • Choose the action type.

What Is Process Builder in Salesforce

Read: Salesforce Marketing Cloud: A Powerful Marketing Platform
  • Select a record type.
  • Set field value which is going to update.
  • Save
  • Add Another action
  • Action type email alert.
  • Enter the action name.
  • Choose an email alert name if you do not have an email alert create a new one.

What Is Process Builder in Salesforce

  • Choose action type as an
  • Enter name.
  • Select apex class

What Is Process Builder in Salesforce

  • Save
  • Activate

Apex code


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

Learn Salesforce in the Easiest Way

  • Learn from the videos
  • Learn anytime anywhere
  • Pocket-friendly mode of learning
  • Complimentary eBook available

Read: What are Field Dependencies? How to create Field Dependency in Salesforce?

Process builder vs. Workflow

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

Summary

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:-

  • Create and update records
  • Send an Email alert
  • Submit a record for approval
  • Invoke a process from another process
  • Launch a flow
  • We can call apex methods
  • Post to chatter

If you have any queries related to process builder in Salesforce then drop your query in the comment section below. Happy learning!



Salesforce Tutorial Overview


    Janbask Training

    A dynamic, highly professional, and a global online training course provider committed to propelling the next generation of technology learners with a whole new way of training experience.


Comments

Trending Courses

AWS

  • AWS & Fundamentals of Linux
  • Amazon Simple Storage Service
  • Elastic Compute Cloud
  • Databases Overview & Amazon Route 53

Upcoming Class

5 days 13 Aug 2020

DevOps

  • Intro to DevOps
  • GIT and Maven
  • Jenkins & Ansible
  • Docker and Cloud Computing

Upcoming Class

2 days 10 Aug 2020

Data Science

  • Data Science Introduction
  • Hadoop and Spark Overview
  • Python & Intro to R Programming
  • Machine Learning

Upcoming Class

9 days 17 Aug 2020

Hadoop

  • Architecture, HDFS & MapReduce
  • Unix Shell & Apache Pig Installation
  • HIVE Installation & User-Defined Functions
  • SQOOP & Hbase Installation

Upcoming Class

-1 day 07 Aug 2020

Salesforce

  • Salesforce Configuration Introduction
  • Security & Automation Process
  • Sales & Service Cloud
  • Apex Programming, SOQL & SOSL

Upcoming Class

2 days 10 Aug 2020

QA

  • Introduction and Software Testing
  • Software Test Life Cycle
  • Automation Testing and API Testing
  • Selenium framework development using Testing

Upcoming Class

-1 day 07 Aug 2020

Business Analyst

  • BA & Stakeholders Overview
  • BPMN, Requirement Elicitation
  • BA Tools & Design Documents
  • Enterprise Analysis, Agile & Scrum

Upcoming Class

6 days 14 Aug 2020

MS SQL Server

  • Introduction & Database Query
  • Programming, Indexes & System Functions
  • SSIS Package Development Procedures
  • SSRS Report Design

Upcoming Class

6 days 14 Aug 2020

Python

  • Features of Python
  • Python Editors and IDEs
  • Data types and Variables
  • Python File Operation

Upcoming Class

-1 day 07 Aug 2020

Artificial Intelligence

  • Components of AI
  • Categories of Machine Learning
  • Recurrent Neural Networks
  • Recurrent Neural Networks

Upcoming Class

-1 day 07 Aug 2020

Machine Learning

  • Introduction to Machine Learning & Python
  • Machine Learning: Supervised Learning
  • Machine Learning: Unsupervised Learning

Upcoming Class

8 days 16 Aug 2020

Tableau

  • Introduction to Tableau Desktop
  • Data Transformation Methods
  • Configuring tableau server
  • Integration with R & Hadoop

Upcoming Class

-1 day 07 Aug 2020

Search Posts

Reset

Receive Latest Materials and Offers on Salesforce Course

Interviews