Salesforce Lightning Process builder
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The document provides a comprehensive overview of Salesforce Lightning Process Builder, detailing its capabilities, interface, and how to create processes. It emphasizes the advantages of using Process Builder over traditional workflows, including the automation of tasks without requiring Apex code. Additionally, it outlines design considerations, deployment strategies, and the limitations of the tool.
Salesforce Lightning Process builder
- 2. Overview of Lightning Process Builder Capabilities Workflow vs Process Builder Process Builder Interface How to create a Process using Lightning Process Builder Considerations for Process Design & Deployment Limitations Conclusion TABLE OF CONTENTS
- 3. Point and Click Tool for Automating Business Processes. . Consolidates multiple workflows into a single process for easier workflow management. Creates shared Canvas for IT & Business to Collaborate. Allows to stop using apex code for automating simple tasks. Provides more flexibility within the criteria stage . Allows to add layers to criteria. OVERVIEW
- 4. Create New Records Submit for Approval Supports Time-Based Interactions Send Email Alert Launch A Flow Call Apex Code Use A Quick Action Update Related Records Post to Chatter CAPABILITIES
- 5. Process Builder Workflow Complexity Multiple if/then statements A single if/then statement Visual designer Yes No Browser support All (Chrome recommended) All Starts when Record is changed Record is changed Supports time-based actions Yes Yes Update fields Any related record The record or its parent Call Apex code Yes No Create records Yes Tasks only Delete records No No Launch a flow Yes Yes (Pilot Feature) Post to Chatter Yes No Send email Yes (Email Alert Only) Yes (Email Alert Only) Send outbound messages without code No Yes Submit for approval Yes No PROCESS BUILDER v/s WORKFLOW
- 7. HOW TO CREATE A PROCESS ??
- 8. STEP 1 – NAME YOUR PROCESS Name the process , Enter the description and save.
- 9. STEP 2 – SELECT OBJECT & CRITERIA Select Object Select and Add Object to associat process with an object and specify when to start the process. Advanced Option : Recursion - If we select the Advanced option as Recursion this process can evaluate the same record up to five times in a single transaction. It might re-evaluate the record because a process, workflow rule, or flow updated the record in the same transaction. Select Criteria The criteria is selected and defined and it must hold true before the process executes the associated actions. Advanced Option : Actions executed only when specified changes are made to the record .
- 10. STEP 3 – SELECT IMMEDIATE ACTIONS These actions get executed when the criteria's are met . Available immediate action types Include : • Auto creation of a child record whenever parent record gets created • Multiple fields updated in one action. Email easily sent from a process using Send an email action. Creation of a record , available for other objects not just tasks !! Call Apex - Enables to do many things with power of Apex) Creates Autolaunched flows to perform logic and have events trigger the flows via processes. Helps submit approval of a record ,automatically based on criteria. Allows to push a chatter update into a group or feed • Creates records, update records and log calls directly in the feed. • Invokes object-related or global action.
- 11. STEP 4 – SCHEDULED ACTIONS We can add Scheduled actions to the processes . A schedule lets the process know how long it must wait to execute the associated actions. Action Type can be selected and defined for scheduled actions in a similar way as Immediate Actions . Advanced Options : Action Execution when specified changes are made to the record.
- 12. CONSIDERATIONS Process Design : • Use 18 Digit Id in Process Builder while referencing to Record Types. • Select appropriate value while updating Lookup Fields. • Design the process before hand to manage the order of execution. • Use Debug Log to troubleshoot process builder errors. • Create the process builder in Sandbox to test and then deploy the process in Production. • Re-Order the Criteria nodes as per your requirement. Deploying Flows with Change Set • Select "Flow Definition” in the Component drop down when adding components. • Manually add referenced components to the change set like. • Activate the flow manually after deployment. Deploying Flows with Packages • Understand the limitations and behaviours of packages that contain flows. • To deploy the package successfully, manually add referenced components to the package. CONSIDERATIONS FOR PROCESS DESIGN AND DELOYMENT
- 13. Each process is associated with a single object. Process name must be 255 characters or Fewer. API name must be 77 characters or fewer. Processes that update owners don’t also transfer associated items. Order of the criteria nodes & Actions cannot be changed. Processes should not be set upto create infinite loops, to avoid hourly limits Email alerts follow Organization’ s limits. LIMITATIONS
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- 15. CONCLUSION To sum up, Process Builder is an extremely important feature of Salesforce. It provides numerous advantages and can be utilized to automate all workflow actions . Process Builder gives the ability to do things that workflow can’t. No need to touch any APEX code to automate simple tasks !! References : https://trailhead.salesforce.com/en/business_process_automation/process_builder https://developer.salesforce.com/page/Lightning_Process_Builder
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