Notes on Process Builder in Salesforce

Introduction

• Process Builder is an automation tool in Salesforce.
• Automates actions like:
  • Sending emails
  • Creating and updating records
  • Starting new processes
• Session agenda:
  1. Understanding Process Builder
  2. Criteria for automated actions
  3. Actions that can be performed
  4. Demo of automating actions

What is Process Builder?

• A point-and-click tool for automating business processes.
• Provides a graphical representation of processes.
• Enhances the capabilities of Workflow in Salesforce.
• Key Differences from Workflow:
  • Workflows can handle only one condition (if statement).
  • Process Builder can handle multiple conditions (multiple if statements).

Components of Process Builder

1. Trigger: When the process runs
   • Conditions include:
     • Record creation or editing
     • Receiving a platform event message
     • Invoked by another process
2. Criteria: Conditions for executing actions
3. Actions: Automated tasks performed based on criteria.
   • Can be immediate or time-triggered.

Evaluation Criteria for Process Builder

• Criteria nodes decide if actions are executed.
• Can filter conditions or use custom formulas.
• Criteria are optional; actions can execute without conditions.

Automated Actions in Process Builder

Types of Actions

1. Immediate Actions: Executed right after criteria are met.
2. Time-Triggered Actions: Executed after a set time interval.

Examples of Automated Actions

• Create a Record: New records can be created with predefined field values.
• Update Records: Update related records using values from the trigger record.
• Quick Actions: Perform specific actions (e.g., logging a call, sending an email).
• Invoke Another Process: Trigger another process based on criteria.
• Launch a Flow: Start a flow to automate complex business problems.
• Send Email Alerts: Automate emails to recipients based on conditions.
  • Requires pre-defined email templates.
• Post to Chatter: Share information in Salesforce's collaboration tool.
• Submit for Approval: Automatically send records for approval.
• Invoke Apex Code: Call custom logic or processes written in Apex.

Important Note on Process Activation

• When replacing workflows with Process Builder, delete the workflow to prevent conflicts.

Demo Overview

• Create a process to check two conditions:
  1. High-value opportunity is closed won.
  2. High-value opportunity is closed lost.
• Actions in the demo:
  • For closed won:
    • Create a contract
    • Notify user via email
    • Post a message to Chatter
  • For closed lost:
    • Send notification email.

Creating a Process in Salesforce

1. Log into Salesforce console.
2. Search for Process Builder and create a new process.
3. Set conditions and actions based on the opportunity stages.
4. Activate the process.

Conclusion

• Process Builder is a powerful tool for automating processes in Salesforce.
• The session concluded with a live demo showcasing how to set up and test the Process Builder.
• Encourage feedback and engagement from viewers.