Flows 2. Process Builder - Chirag-ahir/SFC-Preparation GitHub Wiki

Process Builder is a powerful automation tool in Salesforce that allows you to automate business processes using a graphical representation of your process as opposed to writing code. It provides a user-friendly interface to create automated workflows that can update records, send emails, post to Chatter, and more.

image

Operations You Can Perform Using Process Builder

  • Create Records - You can create new records automatically based on criteria you define. For example, creating a follow-up task when a lead status changes to "Contacted".

  • Update Records - Update one or more records with specific values. This can be the record that started the process or any related records.

  • Submit for Approval - Submit a record for approval automatically. For example, automatically submitting a high-value opportunity for approval.

  • Send Email Alerts - Send email alerts to specified recipients. This can be useful for notifying users about important updates or actions that need attention.

  • Post to Chatter - Post to Chatter to keep your team informed about important updates or changes. For example, posting a notification when a new opportunity is created.

  • Invoke Other Processes - Call other processes from within a process. This allows you to build modular and reusable process components.****

  • Launch a Flow - Trigger a flow to handle more complex logic and interactions. This is useful when the process logic exceeds the capabilities of Process Builder alone.

  • Call Apex Code - Execute custom Apex code to perform operations that are beyond the scope of standard process actions. This provides flexibility for advanced automation requirements.

  • Update Related Records - Update fields on related records. For example, updating the status of all child records when the parent record's status changes.

  • Quick Actions - Execute predefined quick actions such as logging a call, creating a new record, or updating a record.

Example Use Cases

  • Lead Management: Automatically assign leads to sales representatives based on lead criteria, and send an email alert to the assigned representative.
  • Opportunity Management: Update the opportunity stage to "Closed Won" and post a congratulatory message on Chatter when a deal is closed.
  • Case Management: Automatically create a follow-up task and notify the case owner when a case is closed.
  • Customer Onboarding: Create new customer records and send a welcome email when a new account is created.
  • Approval Processes: Submit high-value contracts for approval automatically when certain conditions are met.
  • Field Updates: Update related records, such as updating all open opportunities when an account's status changes to "Inactive".