1.
Using Process Builder to Call Flow
Taking Declarative Automation to the Next Level
Paul Fischer
Salesforce Consultant
@PaulFischerSaaS
pbfischer.com

2.
What is Lightning Process Builder?
“Process Builder is a
workflow tool that
helps you easily
automate your
business processes
by providing a
powerful and user-
friendly graphical
representation of
your process as you
build it.”
Think Workflow Rules on Steroids

3.
What is Flow?
“Visual Workflow lets
you build
applications, called
flows, to help users
within your
organization perform
tasks easily and
efficiently.”
Also referred to as Visual Flow (not Workflow Rules)

4.
What can Process Builder and Flow do?
- Create a record
- 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
- Launch a flow—you can’t schedule this
action with workflow
- Send an email
- Post to Chatter
- Submit for approval
- Multi-step user interface to collect information
from user
- Built on Elements which can query, create,
update and delete multiple records
- A Flow is a series of Elements connected
together
- Conditional branching & looping
- Launched from web tab, custom button,
Visualforce page, or process builder
- Transactions are automatically bulkified
Process Builder Flow

5.
Who Cares?
Process Builder is
better than Flow in
some areas and vice
versa.
Both offer functionality
the other doesn’t
have that when
leveraged together
can be used to build
solutions to drive
customer success.
Transitioning the conversation from features to solutions

6.
“Having Products automatically added to
the Opportunity enables us to spend more
time with the customer.”
Nick Sherbune, Founder, Club Champion Golf
Overview
Club Champion offers custom fitted golf clubs to improve your golf game. There is a charge per
appointment, and they wanted the charge to automatically be added to the customer’s bill when an
Opportunity was created to minimize user error (ie. shrinkage) and enable the fitter to spend more
time building relationships with the customer. There are different types of appointments and
different charges depending on type.

7.
Flow Setup
The nitty-gritty
- 2 Fast Lookup Elements
- 1 Decision Element
- 1 Record Create Element

8.
Process Builder Setup
The nitty-gritty
- Choose when to start process
(on Opportunity record creation)
- Set Criteria (to only run when
lookup field is populated)
- Add Flow to Immediate Actions
section where we set our
variables

9.
Process Builder Setup Continued…
Plugging Process Builder into Flow
- We feed the Opportunity ID to
a variable in the Flow that stores
the Opportunity ID
- We feed the Product ID from a
lookup field on the Opportunity
to a variable in the Flow that
stores the Product ID

10.
Live Demo

11.
thank y u

12.
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