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 by Salesforce which is actually a must tool for Salesforce Developers.
Here are the topics we will be covering 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 a Process Builder?
Process Builder Salesforce is basically an automated tool which allows you to control the order of action 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 create different field values for a record.
- Updating records: You can update one or more records which 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 other record.
- Launch/trigger 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 which started your process can be submitted. Any other record can’t be automatically submitted.
- Call/trigger Apex code: You can invoke an Apex code which 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:
- The 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 for it.
Each of the above processes consists of:
- Associated criteria which will determine when the action group will be executed
- Action groups which comprise an immediate or scheduled action
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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: Applications are developed with Process Builder 3x faster at 50 percent 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 group 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 the builder.
Process Builder in Salesforce Vs. Workflow Rules in Salesforce
|Issue||Process Builder in Salesforce||Workflow Rules in Salesforce|
|Development Time||A typical Process Builder takes 0.5–2 days||Depending on backlog, it takes 1–2 weeks|
|Testing Process||In Process Builder, testing can take place with simulated users in a sandbox environment by the administrator||Testing can take place with simulated users in a sandbox environment by the developer|
|Workflow Design||Since Process Builder uses the visual design engine, it is user-friendly||It is more difficult to understand and refine Workflow Rules|
|Skills Required||Business analyst skills with an administrator’s help is required||More advanced developer resources are required|
|Deployment||One-click provisioning to production||A significant level of effort to deploy|
|Process Monitoring||Visual monitoring of the status||No visual interface required for monitoring|
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Steps to Create Process Builder in Salesforce
Creating a Process Builder is fun and easy. Here, we’ll learn how to create one in just a few minutes.
We’ll be taking a scenario in which we need to create an order record when the opportunity is Closed Won and the amount is $5 million.
So, let’s start!
Step 1: When you log in to your Salesforce account, go to Setup and search for Process Builder
Step 2: You’ll now see the following page. Click on New to create a new Process Builder
Step 3: In this step, you’ll need to give your Process Name, Description, and decide on how to start your process. You get three options as shown in the image below. Let’s enter our Process Name as Demo and give it Description as Actions of Process Builder as that is what we are going to show here. And from the drop-down menu, select A Record Changes. After that hit Save. Here, the fun part starts, so hold on!
Step 4: Alright, so what you see in the below image is what I was talking about in this whole section. Now, this is the basic structure of what a Process Builder in Salesforce looks like.
Step 5: In the flow diagram, you’ll see Add Object. Click on it and you’ll see a form on the right. Select the Object name as Opportunity and the option to start the process. Here, let’s choose when a record is created or edited. You can choose any according to your preference and then click on Save.
Step 6: Now, select Add Criteria. In the Criteria Name, we have put the name as,
Stage=Closed Won? And Amount>5M. This is just for reference purpose so that we know what the particular criteria is checking. Next, we’ll select Criteria for Executing Actions. Let’s choose it as Conditions are met. Now, we need to set the conditions. For that, we’ll add a field.
Here, we have taken Field as Opportunity > Stage. You can choose any, and then click on Choose
Next, you’ll need to add an Operator. Here, let’s consider this as Equals. So if the criteria is equal to the record, the action will occur. In the Type dropbox, choose Picklist. In the Value dropbox, select Closed Won because we want our condition to be so
And then, we’ll add another row and perform similar actions as shown in the image below. And then, click on Save
Step 7: In this step, we’ll add our actions that will perform when a criterion is met. To do that, click on Immediate Actions. When you see the form on the right, perform the following steps:
- Action Type: Since we need to create a record whenever a criterion is met, we will select the action type as Create a Record
- Action Name: Give any name you want to the action. Here, let’s give it as Create Order
- Record Type: Select the record type as Order
- Set Field Values: In the first Field, Order Start Date will come by default. So, in the Type field, we’ll select Formula and give the formula as TODAY(), that is, today’s date. After filling all the details as shown in the image below, click on Save
The image below shows how your flow diagram looks like after updating Immediate Actions. Click on Activate, by doing which your process will be activated.
You’re done with building a Process Builder. Now, you can go ahead, add records and evaluate them however you like.
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Updating or Editing a Record
You can update or edit the record you entered by the following steps:
Step 1: Click on the process you created
Step 2: Find your object and click on Edit to update or edit any changes
Step 3: You’ll see the below screen. You can edit anything you want in this and click on Save. Your record will be edited or updated
I hope you enjoyed building a Process Builder in Salesforce since it has very easy and crisp steps to perform. You can use Process Builder in Salesforce to make your evaluation easier and efficient.
In the next session of this tutorial, we’ll be working on Workbench.
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