4. Lightning Process Builder
âą Create your processes using a convenient visual
layout with point-and-click efficiency
âą Create your whole process in one place rather
than using multiple workflow rules
âą Create a shared canvas for IT and Business to
collaborate .
âą Stop using Apex code to automate simple tasks.
Add logic using drag & drop tools.
âą Build for admins but developers like it too.
5. Lets Imagine Few Scenarios
ï Set an Account Owner based on Record Criteria
ï Populate a lookup field on record update
ï Post a Chatter message based on record criteria
ï Submit a Quote for Approval when Opportunity Stage = Proposal
ï Launch a Flow via record criteria vs. a button or link
ï Populate a text field with object ID
ï Assign Ownership to a Custom Object based on criteria
ï Clone an opportunity and change field values.
Traditionally these scenarios requires a trigger, Process Builder allows administrator
can do this without the use of code.
6. Agenda
1. Advantages
and Actions we
can do with
powerful and
flexible Process
Builder
2. Usage : To see
how this
functionalities
gives Salesforce
admin more
power
3. Examples :
Discussing business
use case and demo
to understand how a
company runs
automated process
8. Create a record
Workflow was limited to
just field updates,
creating tasks and email
alerts. With Process
Builder we can create a
record and set the field
values within the
record.
9. Launch a
flowâas an
immediate or a
scheduled
action
Process Builder can be
used to set record criteria
and then launch a trigger
ready flow based on that.
Only âtrigger-readyâ flows
can be selected.
11. Post to Chatter
If you are trying to keep
your communication within
Salesforce, itâs obvious
how the Post to Chatter
action will benefit you in
relation to just a
straightforward email alert.
12. Submit for
approval
Traditionally you needed a
trigger to automatically
push a record into an
approval process. With
Process Builder you can
do this automatically
based on the criteria of
the Process.
13. Use a quick
action to create
a record,
update a
record, or log a
call
A Shortcut to add quick
actions like create a
record, update a record, or
log a call or global actions
.
14. Cross object
update
Update any related
recordânot just the
record or its parent
.Populate a lookup/cross
object field based on
certain criteria with
process builder (Custom
Object looks up to
Opportunity looks up to
Account, yup you can
update the Account based
on criteria changes on the
custom object)
15. Call an Apex
Class
You can use process
builder to invoke Apex
code you have written
within Salesforce. Apex
code can be anything from
custom logic to save a
record to complex
business processes. Also
you can use code for
outbound message inside
Apex class & call it in
process builder.
17. And more:
Simple triggers like populating a lookup field based on
certain criteria, can now be automated in process builder
without any code required.
Send an email â an email alert can be
automated in process builder on certain criteria.
21. Use Case I
Kate is working as System
administrator at Universal
Container.
She has received a
requirement to post
Opportunity details (with
Opportunity link) to the
related Account Ownerâs
feed, whenever an
Opportunity gets created
with an amount greater than
$100k.
22. Use Case II
Steven Greene is working as
System administrator in
Universal Container.
He has received a
requirement from the
management, whenever a
quote is accepted by the
customer, then auto update
related quotes from the
same Opportunity to Denied.
23. More Use Cases
ï Jenifer is a sales rep and she has a requirement that If a high-value opportunity is
closed and won, create a draft contract and a follow-up task for the account owner.
ï Rachel Gillett is working as System administrator in Universal Container. They have
created a custom object called as Time Sheet, to allow their sales reps to enter the
time they spent on a customer site (i.e. Against Account object). The Time Sheet
object has a lookup relationship with Account object and Feed tracking is turned off for
Time Sheet object. Rachel has received a requirement from the management, when a
Sales rep creates a Time Sheet from Account object using quick action, system auto
generates a chatter post . They want to auto delete post generated from Quick Action.
ï George is working as System administrator in Universal Container. He has received a
requirement from the management, to auto create/generate a new Opportunity with
opportunity line items based on the close date of a existing opportunity.
24. Process Builder Limitations
ï± Editing â Users cannot edit a process once it has been activated. Therefore much
like with flow a new process needs to be created by cloning the initial process and
making modifications to that cloned record.
ï± Autosave â Wonât allow a user to cancel out of a process when they have made
unwanted changes (Autosave + Undo = Perfection).
ï± Troubleshooting - UI does not allow an Admin to tell who created a Process, when it
was created, or the ID for that Process. Also all troubleshooting must be done in the
debug log.
ï± Validation â Processes DO NOT trigger Validation rules and can therefore invalidate
data.
ï± Deletion â Inactive Processes cannot be deleted for at least 12 hours after
inactivation and do not appear in the Recycle Bin.
25. Process Builder Limitations
ï± Order â You canât change the order of criteria nodes or actions, after you add them
the only way to reorder is to delete them and start over.
ï± Syntax â Picklist fields are evaluated as text fields in process builder so they wonât
support any picklist formulas like ISCHANGED or ISNEW. Note â with Spring 15 the
formula ISCHANGED is now a function vs. a formula and will work with picklists.
ï± Setting field values - You cannot populate a field with a formula in process builder.
You can only manually enter a literal or select another variable (i.e. field). To populate
a text field with a formula create a separate formula field and then reference that in
your process
ï± Error messages â You cannot specify error messages when creating a process that
doesnât trigger like you can with flow or validation rules.
ï± Formula Help â When utilizing a formula in criteria there is no function help preview
next to the Syntax.
26. Resources
ï Want to learn more about which tool to use? Check out this
resource for Choosing The Right Automation Tool.
ï https://www.youtube.com/watch?v=qUTJu-thcgo
ï https://www.youtube.com/watch?v=ceHAqkx7m0I
ï https://www.youtube.com/watch?v=XgjlPWaElRc
Process Builder
Announced during Dreamforce â14, it is now generally available with the Spring â15 release.The Lightning Process Builder is a new workflow tool that helps you easily automate your business processes by providing a powerful and user-friendly visual representation of your process as you build it. Instead of doing this repetitive work manually, you can configure processes to do it automatically. The Process Builderâs simple and powerful design allows you to automate processes.
You can watch introduction video herehttps://www.youtube.com/watch?v=hDYstN-M30UEnhanced admin tool to extend what we can accomplish with clicks not code, beyond the previous capabilities of Workflow. Cross Object Updating is finally here! How much is it? Free! It became generally available with Spring 15 release. Where is it? Setup | Create | Workflow & Approvals | Process Builder
Why Did We Build Process Builder?
We wanted to give everyone in a company, regardless of coding background, the ability to automate processes and build powerful applications in Salesforce.
The Lightning Process Builder is a new workflow tool that helps you easily automate your business processes by providing a powerful and user-friendly visual representation of your process as you build it. Many of the tasks you normally assign, the emails you regularly send, and other record updates are vital parts of your organization's standard processes. Instead of doing this repetitive work manually, you can configure processes to do it automatically. The Process Builderâs simple and powerful design allows you to:
Create your processes using a convenient visual layout with point-and-click efficiency
Create your whole process in one place rather than using multiple workflow rules
Create processes by working together in one UI with different teams in your business
Stop using Apex code to automate simple tasks
Process builder can assign ownership based on object criteria and
set an order of actions.
However, processes require a user to create a new process each
time a change is needed. It can become a burden to administer
these rules via Process Builder as the more rules you have, the
more unwieldy it will become. Once you get too complex a custom
option may be required.
Although Process Builder can create a new record it cannot
reference any of the values from the cloned opportunity without
the use of a Flow to capture the opportunity values (NB this can
probably be done with Flow and Process Builder but the quickest
approach right now is to use a trigger).
Automated processes in the Process Builder consist of criteria that determine when to execute action groups, and immediate and scheduled actions to execute when those criteria are met. Any change that causes a record to match the criteria can automatically trigger the action group.
You can use the more powerful and flexible Process Builder to perform the same actions as workflow. The Process Builder doesnât support outbound messages, but you can easily create one yourself with Apex. With the Process Builder, you can:
Create a record
Update any related recordânot just the record or its parent
Use a quick action to create a record, update a record, or log a call
Launch a flowâas an immediate or a scheduled action
Send an email
Post to Chatter
Submit for approval
If you need your process to do more than what those actions allow, donât worry. You can also call Apex from a process.
Also we can compare it with other automation tools, to know the difference and advantage over others
How Does This Differ From Our Existing Workflow Tools?
The new Process Builder combines the functionality of workflow rules and approvals into one new tool called the Process Builder. If youâre familiar with workflow, you can use the Process Builder to perform all of the same actions (with the exception of outbound messages), but with more power and flexibility. Processes can automate every action that can be automated in a workflow rule, with the exception of outbound messages, but flows should be used to automate more complex business processes.
Enhanced admin tool to extend what we can accomplish with clicks not code, beyond the previous capabilities of Workflow! It became generally available with Spring 15 release. Where is it? Setup | Create | Workflow & Approvals | Process Builder
Solution of above business requirement
There are a few possible solutions for the above business scenario, but Iâll use Process Builder to solve the above business requirement. Follow the below instructions to create a Process for the above business requirement
1. Click on Name | Setup | App Setup | Create | Workflows & Approvals | Process Builder2. To create a new process from scratch, click on the New Button available on Process management page, A popup will appear where you have to enter the Name (Use Update related quotes to Denied as name), API Name and Description as shown in the below screenshot
Define Process Properties
3. Click on Object node to add object and then select Quote object. For the entry criteria, Select when a record is created or edited, as shown in the below screenshot, once you are done click on the Save button
Evaluation Criteria
4. The next task is to add Process Criteria, To do this click on Add Criteria, enter Name, Type of action and set filter conditions (In this case set [Quote].Status Equals Accepted) and click on the Save button as shown in the following screenshot
Process Criteria
5. The next step is to add an Immediate action to Process. Click on Add Action (Under Immediate actions), Select the type of action to create (In our case Update Records). Use Field Picker to select the object as shown in the following screenshot to select the object
Select related quote object
Then select Updated records meet all conditions option for field Criteria for Updating Records, as shown in the following screenshot
Define Additional Conditions
The next step is to set the conditions that you want to use to filter out the records and at the end set new field values for the records you update, as shown in the following screenshot
Add Action â Update Records
6. Once you are done, click on the Save button, it will redirect you to Process canvas. Finally the Process will look like the following screenshot
Â
  Donât forget to active the Process by clicking on the Activate button.
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How a record gets approved  Example: Managers approve their direct reportsâ requests for vacation.  Â
What to do when a record has certain values  Example: Notify the account owner when a related case is escalated.  Â
Collecting information from users or customers and then doing something with that information  Example: Customer support uses a wizard to step through a call script, and cases are created based on the information that they enter.