• Inok Systems

Salesforce Process Builder

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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 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.

You can use the more powerful and flexible Process Builder to perform the same actions as workflow. The process builder doesn’t support outbound messages, but you can easily create one yourself with Apex. 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

If you need your process to do more than what those actions allow, don’t worry. You can also call Apex from a process.

When should I use it?

Create a process with the Process Builder if what you need to automate is similar to a simple “if, then” statement (i.e. you need to evaluate whether certain conditions are true and, if so, do something).




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