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Process Builder

Process Builder in Salesforce allows you to automate business processes visually without writing code. It evaluates criteria to trigger actions like updating records, posting to Chatter, submitting records for approval, or calling Apex code and workflows. Process Builder supports change-based, event-based, and invocable processes. It offers advantages over workflows like combining multiple workflows, updating child records, and notifying groups. Overall, Process Builder enables quicker application development at lower cost through its user-friendly interface.

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Yash Patel-Yashu
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63 views

Process Builder

Process Builder in Salesforce allows you to automate business processes visually without writing code. It evaluates criteria to trigger actions like updating records, posting to Chatter, submitting records for approval, or calling Apex code and workflows. Process Builder supports change-based, event-based, and invocable processes. It offers advantages over workflows like combining multiple workflows, updating child records, and notifying groups. Overall, Process Builder enables quicker application development at lower cost through its user-friendly interface.

Uploaded by

Yash Patel-Yashu
Copyright
© © All Rights Reserved
Available Formats
Download as PDF, TXT or read online on Scribd
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Process Builder

What is Process Builder in Salesforce?

Now, since you have learned about Workflow and Apex Trigger, it’s time for you to learn
about this wonderful tool from Salesforce, Process Builder, which is actually a must tool for
Salesforce Developers.

Here are the topics you will come across in this section:

• What is Process Builder in Salesforce?


• Why use Process Builder in Salesforce?
• Process Builder in Salesforce vs Workflow in Salesforce
• Steps to Create Process Builder in Salesforce

What is Process Builder?

Process Builder Salesforce is basically an automated tool that allows you to control the order
of actions or evaluate the criteria for a record. It has eight actions associated with it:

• Creating records: This will allow you to create a new record and add different field
values for it.
• Updating records: You can update one or more records that are somehow related to
the record that started the process. This can be done either by manually entering records
or by using the records from a related record.
• Posting on Chatter: Process Builder allows you to post on Chatter for sharing any
information to any user.
• Quick action: If you already have global actions or objects, within Salesforce, you
can use Quick action to use them in any record.

• Launching/triggering the flow: It is possible for you to launch the flow from your
process to automate different processes.
• Submitting the record automatically for approval: The record that started your
process can be submitted. Any other record cannot be automatically submitted.
• Calling/triggering Apex code: You can invoke an Apex code that you have already
written within Salesforce.
• Invoking another process: This action will actually invoke a process to another
process.

Process Builder in Salesforce supports three types of processes for automation. These types
determine what will trigger the process:

• A change in a record starts whenever the record is updated or created.


• An event process will start whenever an event message is received.
• An invocable process will start whenever another process requests it.

Go through our blog to know about Sharing Rules in Salesforce.


Each of the above processes consists of:

• Associated criteria that determine when an action group should be executed


• Action groups that comprise an immediate or scheduled action

Why use Process Builder in Salesforce?

Process Builder is used for automating your business processes without writing even a single
line of code. Rather it uses a user-friendly, visual representation to make it easier for you to
work with.

• Easy to use: The visual breakdown provided by Process Builder enables you to know
in a glance what exactly you need to expect in every process.
• Quick development: With Process Builder, applications are developed 3x faster at
half of the cost.
• It can combine multiple workflows into a single process and can have a chain of
criteria (if-then statements).
• Child records can be updated in Process Builder.
• Chatter groups and email alerts, both can be notified using Process Builder.
• Multiple actions can be associated with each criterion.
• Apex code and simple tasks can be accessed and replaced by Process Builder.

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