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Salesforce Process Builder- Example

Salesforce Process Builder- Example

The Process Builder is a workflow tool that helps you easily automate your business processes by providing a powerful and user-friendly graphical representation of your process as you build it. The Process Builder’s simple and powerful design allows you to:
  • Create your processes using a convenient layout with point-and-click efficiency.
  • Create your whole process in one place rather than using multiple workflow rules.
  • Create processes by collaborating with different teams in your business.
  • Stop using Apex code to automate simple tasks.
Automated processes in the Process Builder are based on records and consist of:
  • Criteria that determine when to execute action groups.
  • 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. A single process can also execute multiple action groups—so it’s easy to automate all of your business records, like accounts, in one place.
You can use the more powerful and flexible Process Builder to perform the same actions as workflow. With the Process Builder, you can:
  • Create a record
  • Update any related record—not just the record or its parent
  • Use a quick action to create a record, update a record, or log a call
  • Launch a flow—you can’t schedule this action with workflow
  • Send an email
  • Post to Chatter
  • Submit for approval


Hands On  Example: Lets take an example where we need to update all the related Contact's Mailing Street if the Parent Accounts billing street is Changed. We used Apex trigger to meet such requirement, But with process builder it is just point and click configuration.

To start with click on Setup--> Create -->  Workflow Rules -->  Process Builder. 

This will take you to the process builder UI where you are shown the list of existing processes. To create a new process click on New  on the extreme top right and enter details as mentioned below:


Salesforce Process Builder- Example

Now the next step is to choose the object from where the process is to be initiated.

Salesforce Process Builder- Example

Click save and add the criteria when to fire the flow, similar to what we do in workflow rules. 

Salesforce Process Builder- Example

The last step for the example is to create Action when the criteria is evaluated to true. For that click on add actions and choose Update Records from the list of actions available. 

Salesforce Process Builder- Example

Click Save and then Activate the flow. 
Now go ahead and change the Billing street of the account and see if the linked contact's mailing address is changed instantly. 


Feel free to comment !!

About Saurabh Dua

8 comments:

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