Uploaded on Oct 9, 2019
Gangboard offers best Salesforce online training with salesforce expert certified trainers.
Process Builder in Salesforce
Process Builder in Salesforce:
Many of the tasks you assign, the emails you send, and other record updates are
vital parts of your standard processes. Instead of doing this repetitive work
manually, you can configure processes to do it automatically. Process Builder
helps you automate your business processes and gives you a graphical
representation as you build it.
Process Builder supports three types of processes for your automation needs.
The type determines what triggers the process.
A record change process starts when a record is created or updated.
An event process starts when a platform event message is received.
An invocable process starts when something else, like another process,
invokes it.
Each process consists of:
Criteria that determine when to execute an action group.
Action groups, which consist of immediate or scheduled actions. Only
record change processes support scheduled actions.
Action available in Process builder:
There are several different actions you can trigger the process builder. These
actions are: Trigger Apex code: You can use Salesforce process builder to
invoke Apex code you have written within Salesforce. Apex can be anything
from custom logic to save a record to complex business processes. To invoke an
apex class in process builder we have to use @AuraEnabled attribute.
Add Process Actions:
In this module, we will add actions to our the process. Using the Lightning
Process Builder we have the ability to add either immediate or scheduled
actions which will execute when the criteria we defined in the previous module
evaluates to true. For this tutorial we will create a series of immediate actions.
We will be creating 3 actions. Post to Chatter, Create a Record, and Submit for
Approval. Without the Lightning Process Builder it would require code to create
new related or unrelated records.
Pros of Process Builder:
We can associate multiple actions for each criteria
Child records can be easily updated
Point and click , no use of code
Notifications can be applied to chatter group and email alerts
Cons of Process Builder:
Actions cannot be re used
We cannot edit a process once saved however we can clone and edit it
Some standard fields cannot be updated with process builder.
Comments