Salesforce Process builder helps you to automate business processes like record update, email alerts and any tasks you assign. It’s an extension of workflow rules containing more features. We can create the whole process in one place rather than using different workflow rules.
This whole salesforce process builder has point and click interface. The process uses custom or standard object with related action to automate a business process, all without a single line of code.
From Setup--> Build--> Create--> Workflow and approvals--> Process builder
Click on new to create a new process. A popup will appear where you have to enter name, description and the process starts when option has three values
Select one of the above and click on save, you will get the page as shown below.
To start the process, click on add object and a page is displayed which you have to select the object and start the process options.
In the advanced option, select yes if you want to allow the process to evaluate a record multiple times in a single transaction.
Next you have to add criteria to evaluate the process. Click on add criteria, enter criteria name, select the options under criteria for executing actions,
Click on add row to add more conditions to the action.
Set the condition where you will find ‘Field’, ‘Operator’, ‘Type’, ‘Value’. Select one of the conditions among
If needed, we can schedule the action by set schedule button which has time and date to select. To Stop the flow click on stop. We can add more flows one after another or click on activate button when you have assigned data in the correct format and check validation rules. salesforce Process builder can perform more actions than Work flows.
If you want to get complete salesforce support
Micropyramid is a software development and cloud consulting partner for enterprise businesses across the world. We work on python, Django, Salesforce, Angular, Reactjs, React Native, MySQL, PostgreSQL, Docker, Linux, Ansible, git, amazon web services. We are Amazon and salesforce consulting partner with 5 years of cloud architect experience. We develop e-commerce, retail, banking, machine learning, CMS, CRM web and mobile applications.
Django-CRM :Customer relationship management based on Django
Django-blog-it : django blog with complete customization and ready to use with one click installer Edit
Django-webpacker : A django compressor tool
Django-MFA : Multi Factor Authentication
Docker-box : Web Interface to manage full blown docker containers and imagesMore...