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What Is Process Builder in Salesforce

Content Index

What is a process builder in Salesforce?
Actions available in process builder
Why process builder?
Navigation to process builder
- Apex code
Process builder vs. Workflow
Summary

What is a process builder in Salesforce?

Salesforce process builder is a powerful tool you can use to automate business processes. 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. A Process builder allows you to do more than a simple workflow would. It is a tool that allows you to automate business processes using a graphical representation of your process. It is like a workflow tool that helps you easily automate your business processes by providing a powerful and user-friendly visual representation of your process. The Process Builder’s simple and powerful design allows you to build customize the automated process.

Actions Available In Process Builder

There are several different actions you can trigger the process builder. These actions are:

Trigger Apex code: You can use the 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. To invoke an apex class in process builder we have to use @AuraEnabled attribute.
Create a record: This will allow you to create new records and set certain field values for the new record.
Email alerts: IN order to send an email from a process, you must create the email alert. To send an email alert that email should be associated with the same object on which process is started. Email template contains the standard text, list of recipients, and template
Trigger a flow: You can launch a flow from your process to automate complex business processes.
Post to Chatter: Process builder post to chatter action helps to 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: 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. We can update records of parent or child whereas workflow only updates same or parent object from the child.
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.
Process: This action will call another process to another process. For this action, you need to choose process type as it invoked by another process.

Why Process builder?

The process builder is more flexible in comparison to the workflow. In workflow rule can’t update child record, Post to Chatter, auto submits record in the Approval process, invoke an apex or call flows.

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