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Process builder
- 1. Process Builder Sneha Agrawal Developer,Et Marlabs
- 2. Agenda Introduction Steps on Workflows ProcessBuilder Benefits & Limitations Q&A Knowledge Sharing
- 3. Introduction The Process Builderis a tool that allows you to easily automate business processes using a convenient graphical representation of your process as you build it. Automated processes in the Process Builder consist of : 1. Criteria that determine when to execute action groups 2. Immediate and scheduled actions to execute when those criteria are met.
- 4. With Process Builder, You can: Createa 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
- 5. Steps on Workflows Step1 : Select Object
- 6. Step 2 :Defining criteria
- 7. Step 3 :Select action
- 8. Step 4 :Activate workflow
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- 10. Step 1 :Define the Name
- 11. Step 2 :Select Object
- 12. Step 3 :Criteria Node
- 13. Step 4 :Select Action
- 14. Step 4 :Define action and activate it
- 15. Benefits & Limitations Benefits Numberand type of actions available. More flexibility within the criteria stage Ability to add layers of decision The visual aspect Limitations You can’t change the order of the criteria nodes or the order of the actions. If any of the actions fail, the entire transaction fails and an error message displays. Email alerts aren’t supported for task- or event-based processes.
- 16. Q&A Question 1 Orderof execution of Process Builder Question 2 A process can have up to ----- versions but only one version of a process can be active. Question 3 What action is available on workflows but not on Process builder Question 4 Process builder available in which editions.
- 17. Knowledge Sharing Bulkify ProcessBuilder Order of execution Outbound messages
- 18.