Automate the organization’s workflow with Process Builder,the next generation workflow tool. Gain an overview of How to create a process using Process Builder.

1. SALESFORCE LIGHTNING
PROCESS BUILDER

2.  Overview of Lightning Process Builder
 Capabilities
 Workflow vs Process Builder
 Process Builder Interface
 How to create a Process using Lightning Process Builder
 Considerations for Process Design & Deployment
 Limitations
 Conclusion
TABLE OF CONTENTS

3. Point and Click Tool
for Automating
Business Processes.
.
Consolidates multiple
workflows into a single
process for easier
workflow management.
Creates shared
Canvas for IT &
Business to
Collaborate.
Allows to stop
using apex code for
automating simple
tasks.
Provides more
flexibility within the
criteria stage .
Allows to add layers
to criteria.
OVERVIEW

4. Create New
Records
Submit for
Approval
Supports
Time-Based
Interactions
Send Email Alert
Launch A Flow
Call Apex Code
Use A Quick
Action
Update Related
Records
Post to Chatter
CAPABILITIES

5. Process Builder Workflow
Complexity Multiple if/then statements A single if/then statement
Visual designer Yes No
Browser support All (Chrome recommended) All
Starts when Record is changed Record is changed
Supports time-based actions Yes Yes
Update fields Any related record The record or its parent
Call Apex code Yes No
Create records Yes Tasks only
Delete records No No
Launch a flow Yes Yes (Pilot Feature)
Post to Chatter Yes No
Send email Yes (Email Alert Only) Yes (Email Alert Only)
Send outbound messages without code No Yes
Submit for approval Yes No
PROCESS BUILDER v/s WORKFLOW

6. PROCESS BUILDER INTERFACE

7. HOW TO CREATE A PROCESS ??

8. STEP 1 – NAME YOUR PROCESS
Name the process , Enter the description and save.

9. STEP 2 – SELECT OBJECT & CRITERIA
Select Object
Select and Add Object to associat process with an object and specify when
to start the process.
Advanced Option :
Recursion - If we select the Advanced option as Recursion this process
can evaluate the same record up to five times in a single transaction. It
might re-evaluate the record because a process, workflow rule, or flow
updated the record in the same transaction.
Select Criteria
The criteria is selected and defined and it must hold true before the process
executes the associated actions.
Advanced Option : Actions executed only when specified changes are
made to the record .

10. STEP 3 – SELECT IMMEDIATE ACTIONS
These actions get executed when the criteria's are met .
Available immediate action types Include :
• Auto creation of a child record
whenever parent record gets created
• Multiple fields updated in one action.
Email easily sent from a process
using Send an email action.
Creation of a record , available for other
objects not just tasks !!
Call Apex - Enables to do many things
with power of Apex)
Creates Autolaunched flows to perform
logic and have events trigger the flows
via processes.
Helps submit approval of a record
,automatically based on criteria.
Allows to push a chatter update into a
group or feed
• Creates records, update records and
log calls directly in the feed.
• Invokes object-related or global action.

11. STEP 4 – SCHEDULED ACTIONS
We can add Scheduled actions to the
processes .
A schedule lets the process know how long it must
wait to execute the associated actions.
Action Type can be selected and defined for
scheduled actions in a similar way as Immediate
Actions .
Advanced Options : Action Execution when
specified changes are made to the record.

12. CONSIDERATIONS
Process Design :
• Use 18 Digit Id in Process Builder
while referencing to Record Types.
• Select appropriate value while
updating Lookup Fields.
• Design the process before hand to
manage the order of execution.
• Use Debug Log to troubleshoot
process builder errors.
• Create the process builder in
Sandbox to test and then deploy the
process in Production.
• Re-Order the Criteria nodes as per
your requirement.
Deploying Flows with Change Set
• Select "Flow Definition” in the
Component drop down when
adding components.
• Manually add referenced
components to the change set
like.
• Activate the flow manually after
deployment.
Deploying Flows with Packages
• Understand the limitations and
behaviours of packages that contain
flows.
• To deploy the package successfully,
manually add referenced components
to the package.
CONSIDERATIONS FOR PROCESS DESIGN AND DELOYMENT

13. Each process
is associated with
a single object.
Process name
must be 255
characters or
Fewer.
API name must
be 77 characters
or fewer.
Processes that
update owners
don’t also transfer
associated items.
Order of the
criteria nodes
& Actions cannot
be changed.
Processes
should not be
set upto create
infinite loops,
to avoid hourly
limits
Email alerts
follow
Organization’
s limits.
LIMITATIONS

14. ZEN4ORCE SERVICE OFFERINGS
jQuery
SALESFORCE CUSTOMIZATION
SALESFORCE AUTOMATION
ADVISORY SERVICES
INTEGRATED SOLUTIONS
Lightning
Bootstrap
Visualforce
Appexchange Communities
Service
Cloud
Sales Cloud
GitHub
Apex
Web
Services
Visit www.zen4orce.com for further details about Zen4orce Services & Offerings.
Skillset

15. CONCLUSION
To sum up, Process Builder is an extremely important feature of Salesforce. It provides numerous advantages and can be utilized to automate all workflow actions .
Process Builder gives the ability to do things that workflow can’t.
No need to touch any APEX code to automate simple tasks !!
References :
https://trailhead.salesforce.com/en/business_process_automation/process_builder
https://developer.salesforce.com/page/Lightning_Process_Builder

16. Get in Touch with us :
+16124545031
sales@zen4orce.com
www.zen4orce.com
THANK YOU !!