adminOctober 10, 2021Process Builder is basically an Automated tool that allows you to control the order of actions or evaluate the criteria for a record.
Process Builder has Eight actions associated with it:
- Creating records
- Posting on Chatter
- Quick action
- Launching/triggering the flow
- Submitting the record automatically for approval
- Calling/triggering Apex code
- Invoking another process
What is the need of Process Builder in Salesforce?
- Process Builder is used for automating your business processes without writing even a single line of code. And its presentation view is very attractive which makes easy to use.
- Child records can be updated in Process Builder.
- Chatter groups and email alerts, both can be notified using Process Builder.
- Multiple actions can be associated with each criterion.
Steps to Create a Process Builder in Salesforce
Step1: Log in to your Salesforce Org > Go to Setup > Search for Process Builder.
Â
Step 2: Click on New to create a new Process Builder
Step 3: Here we need to give our Process Name and Description, and decide on how to start process. For this, we will get three options as shown in the image below.
Â
Step 4: Here we have to design a Flowchart based on what data is asked and if the criteria gets fulfilled the condition get Implemented.
- For The process starts when, select A record changes, and click Save.
- Click + Add Object.
- In the right window, select Account from the Object drop-down list.
- For Start the process select when a record is created or edited.
- Click Save. As shown in the screenshot.
Here we have Seen how to create a Process builder. In further blog we will be taking a use case to understand more about Process Builder.
Thank You
Happy Learning:)
