Process Builder in Salesforce


Priyakarthik

Uploaded on Oct 9, 2019

Category Education

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Category Education

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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.