PROCESS BUILDER IN SALESFORCE

Lightning Process Builder

Many of the tasks you assign, the emails you send, and other record updates are vital parts of your standard processes. Instead of doing this repetitive work manually, you can configure processes to do it automatically. Process Builder helps you automate your business processes and gives you a graphical representation as you build it.

Available in: both Salesforce Classic and Lightning Experience

Available in: Professional, Enterprise, Performance, Unlimited, and Developer Editions

Process Builder supports three types of processes for your automation needs. The type determines what triggers the process.

• A record change process starts when a record is created or updated.
• An event process starts when a platform event occurs.
• An invocable process starts when something else, like another process, invokes it.

Each process consists of:

• Criteria that determine when to execute an action group.
• Action groups, which consist of immediate or scheduled actions. Only record change processes support scheduled actions.

Process Builder vs. Workflow

Use the more powerful and flexible Process Builder to perform the same actions as Workflow. With Process Builder, you can:

• Create a record of any object type
• Update any related record—not just the record or its parent
• Use a quick action to create a record, update a record, or log a call
• Invoke a process from another process
• Launch a flow—you can’t schedule this action with workflow
• Send an email
• Post to Chatter
• Submit a record for approval