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:

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

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

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.