How do I use Salesforce process builder?
Process Builder in Salesforce
- Button Bar. Use the button bar to collapse and expand actions, clone the process and activate/deactive the process.
- Canvas. Canvas is a main workplace for the process.
- Add Objects.
- Criteria nodes.
- Actions.
- Create a Record
- Update any related record.
- Quick Actions.
What can process builder do Salesforce?
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.
What are the actions of process builder in Salesforce?
It has eight actions associated with it: Creating records: This will allow you to create a new record and add different field values for it. Updating records: You can update one or more records that are somehow related to the record that started the process.
What do you need to know about process builder?
Process Builder is a point-and-click tool that lets you easily automate if/then business processes and see a graphical representation of your process as you build. Every process consists of a trigger, at least one criteria node, and at least one action.
What can you do with quick action in Salesforce?
Quick action: If you already have global actions or objects, within Salesforce, you can use Quick action to use them in any record. Launching/triggering the flow: It is possible for you to launch the flow from your process to automate different processes.
Can a process builder unit automate a process?
Process Builder can automate a few kinds of business processes. The main difference is the trigger: when the process starts. To keep things simple, this unit focuses on the most common process type: Record Change. Before you dig into the Process Builder, let’s take a quick tour.