Salesforce Process Builder Best Practice With Examples.

Salesforce Process Builder Best Practices

Hello, Friends, I am very happy to tell you all with this useful information. This post is only for Beginners. And for the experienced persons, this post helps them to refresh the things which they already know.

Automate Project Processes with Salesforce Process Builder

Salesforce Process Builder is a tool used to automate business actions within Salesforce. It has evolved quickly over the last few years to become a very capable declarative execution tool.

It’s the tool admins and developers should use to orchestrate field updates, submit approvals, send emails, automate chatter messages and alerts, make outbound calls, and invoke subprocesses.

It has a simple interface that allows you to point and click to select objects and fields while setting up immediate and time-based actions. Process builder allows you to do more than a simple workflow would.

Process builder has a simple interface that allows you to point and click, select objects and fields, and set-up immediate and time-based actions. It allows you to do more than a simple workflow would.

Best Explained: What is Workflow, It’s Limitations And Comparision

Process Types

Process Builder can automate a few kinds of business processes. The main difference is the trigger: when the process starts.
Type Process Starts When
Record Change A record is created or edited
Invocable It’s called by another process
Platform Event A platform event message is received

Difference between Workflows and ProcessBuilder

Action Types

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.
Create a record:  This will allow you to create new records and set certain field values for the new record. Rows will appear automatically for any fields that are required.
Email alerts:  Email alerts are configured outside of the Process Builder and contain the standard text, list of recipients, and template for an email.In order to send an email from a process, you must create the email alert. You can use only email alerts that are associated with the same object that the process is associated with. The record that started the process is used as the starting point for any merge fields that are used in the email alert.
Trigger a flow:  You can launch a flow from your process to automate complex business processes. Create flows to perform logic and have events trigger the flows via processes all without writing code. In order to launch a trigger-ready flow from a process, you must create and activate the flow.
Post to Chatter:  Using the post to chatter action you can post information to any user or group chatter feed within Salesforce. The post will appear in the chatter field as if the person who triggered the process had written it. You can reference groups or topics and add merge fields.
Submit for approval:  Submit the record that started the process for approval, doing this via a process will allow you to select more options and criteria than a workflow. Only the record that started the process will be submitted. You can’t submit any related records for approval.
Update records:  Update one or more records that are related to the record that started the process. You can update the record with manually entered values or by using the values from related records. The records’ Last Modified By field will be set to the user who started the process.
Quick actions:  You must already have global actions or an object specific action created within Salesforce to use these quick actions. You can then select to log a call, send an email, or update a record.

Must Read: TwoFactor Authentication In Salesforce / Best Salesforce Security Guide.

Process Builder Example In Salesforce

This is a scenario:  Process Builder on the Opportunity object to launch a Flow. To create a Process Builder on the Opportunity object follow the below instructions

1.  Click on Name | Setup | App Setup | Create | Workflows & Approvals | Process Builder
 To create a new process from scratch, click on the New Button available on Process management page. A popup will appear where you have to enter the Name (Use Post to Chatter Feed of Related Record PB as a name)API Name and Description as shown in the below screenshot

salesforce process builder best practices

3. Click on Object node to add object and then select Opportunity object. For the entry criteria, Select onlywhen a record is created, as shown in the below screenshot. Once you’re done, click on the Save button

salesforce process builder best practices

4. The next task is to add Process Criteria. To do this click on Add Criteria, enter NameType of action and set filter conditions as shown in the following screenshot.

  • [Opportunity].AccountId Is null Boolean False
  • [Opportunity].Amount Greater than or equal Currency $100,000.00
salesforce process builder best practices

Best Explained: Multiple Currencies In Salesforce

5. The next step is to add an Immediate action to Process. Click on Add Action (Under Immediate actions), Select the type of action to create (In our case Flows), and then fill out the fields to define the action, as shown in the following screenshot

salesforce process builder best practices

6. Once you are done, click on the Save button, it will redirect you to Process canvas. Finally, the Process will look like the following screenshot

salesforce process builder best practices

Don’t forget to active the Process by clicking on the Activate button.

Must Read: W3: What is When is used? Why is it used?

Finally, Test the Flow and Process

1) Navigate to the Opportunity tab, create a new Opportunity with an amount 200k and link it to an existing account

salesforce process builder best practices

2) Now navigate to the Account tab, then open the account that is linked to the Opportunity, which wascreated in the Previous step. It will look like the following screenshot

salesforce process builder best practices

Stay tuned to for more updates.

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