Salesforce's Process Builder is essentially an automated tool for controlling the order of actions or evaluating the requirements for a record. Here are some of the most important actions related to Process Builder's interface:
Create a record: This allows you to create new records and assign specific field values to them.
Email alerts: You must first create an email alert before you can send an email from a process. To send an email alert, the email must be linked to the same object that the process is running on. The normal text, recipient list, and template are all included in the email template.
Trigger a flow: To automate complex business processes, you can start a flow from within your process.
Post to Chatter: This action allows users to post on Salesforce Chatter's interactive platform for the purpose of disseminating important information.
Quick Action: This action assists you in utilising the Salesforce platform's global objects or actions for necessary records.
Updating Records: This is the record that allows you to update the records you generated, either manually or by combining information from related records.
Submit for Approval: This action allows you to submit only the record that initiated the process and nothing else.
Invoke an Apex Class: You can utilise the Salesforce process builder to execute Apex code that you've written within Salesforce. Apex might range from simple record saving logic to complicated business processes. In process builder, we must use the @AuraEnabled attribute to call an apex class.
Invoke another Process: This action invokes one process to another process.
Don't forget to check out: Salesforce Workflow vs Process Builder | Salesforce Tutorial
Salesforce's Process Builder allows you to automate three different sorts of operations. These types define what causes the process to begin:
- Any time a record is modified or created, it undergoes a change.
- When an event message is received, an event process will begin.
- When another process requests it, an invocable process will start.
Why Should you Use Process Builder?
Process builder is a user-friendly interface that aids in the automation of business applications without the need to write a single line of code. Because of the following reasons, it is employed in process automation.
It has the best visual depiction and is very simple to use.
It facilitates the development of apps in a timely manner.
It aids in the integration of several processes into a single chain.
Each process has a number of actions associated with it.
The child record may be easily and rapidly changed with the help of the process builder.
With the use of process builders, simple workflows and apex code may be quickly accessed.
Check out another amazing blog by Sandeep here: Create Record Types Unit | Salesforce Developer Guide
Create a Process Builder in Salesforce Using These Steps:
Step 1: Log in to your Salesforce account and search for Process Builder under Setup.
Step 2: A new page will open, and you can construct a new process builder by clicking on new.
Step 3: Fill in all of the essential information, such as the process name and description, pick how to begin your process, and then select the process type from the drop-down menu before clicking the save button.
Step 4: Select Add Object and the form will appear on the right. Then click Save after selecting the object's name and the option to start the process as if it were a record being created or changed.
Step 5: Select Add criteria and define the criteria according to the requirements.
Step 6: The next stage is to give the Process immediate action. Underneath ‘Immediate actions,' click Add Action. Choose the type of action you want to make and give it a name.
Step 7: Click Save and Then click on Activate.