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Process Builder
Process Builder :

• Process builder is used to automate the business processes. It is a powerful tool

when compared to workflow rules.
• By using process builder we can execute more complex business logics than
workflow rule

Actions Available In Process Builder:

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

• Create a record:
By using this action we can create new Salesforce records. We can set few field
values while creating the new records.
• Email alert:
We can send emails by using this action
• Update records:
We can update one or more Salesforce records that are related to the record that
started the process. We 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:
We can create the following quick actions log a call, send an email, or update a
record. We must already have global actions or an object specific action created
within Salesforce to use these quick actions.
• Process:

This action will call another process (Process builder) to another process(Process
builder). For this action, you need to choose ‘process type as it invoked by another
process’.
• Submit for approval:
We can submit approval process from this action. Only the record that started the
process will be submitted. You can’t submit any related records for approval
• Post to Chatter:
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 This action helps to post the 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.

• Trigger a flow:
We can launch (invoke) a Visual flow from the process builder.

• Trigger Apex code:

This action will help us to invoke (call) an apex class method from the process
builder. We can write complex logics in this apex method. To invoke an apex class in
process builder we have to use @AuraEnabled attribute.

Process builder Vs workflow

Process Builder
We can write multiple IF-ELSE statements for
single process builder
We can update current records OR any related
records(Parent Or Child records)
Now a day’s everyone is choosing process
builder instead of workflows
Workflow
We can write only one IF statement for single
workflow rule
We can update any current record OR parent
records.
Now a days everyone is choosing process
builder instead of workflows

Navigation to process builder

Setup =>Create =>Build=>Process builder=>New

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• Enter process Name
• Enter a description of the process
• Finally, choose process type
• Click on save

• Choose object name on which you want to perform the task.

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• Choose start process type.

• Enter criteria name.

• Choose Criteria condition.
• Set condition field.
• Choose condition type among 3 conditions.
• Save

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• Choose action type.
• Action type email alert.
• Enter action name.
• Choose already created email alert name.
• If you do not have email alert then create a new one.
• save

• Finally activate the process builder.

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Submit for Approval
➔ Invoke approval process from the process builder

➔ Steps to Invoke approval process from the process builder

▪ Create approval process and activate it. Name is ‘Fees deductions2’
▪ Create a new process builder and use ‘submit for approval’ action to call the
approval process from the Process builder.
▪ Below is the process builder to call the approval process.

• Enter process Name ➔ Invoke approval Process

• Enter a description of the process
• Finally, choose process type ➔ A record changes
• Click on save

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• Choose object name on which you want to perform the task ➔ Student Detail
• Choose start process type ➔ When a record is created or edited

• Enter criteria name ➔ Submit for Approval

• Choose proper criteria to execute the actions ➔ Conditions are met
• Set Conditions.
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 [Student_Detail__c]. submit_for_approval__c Equals True
Note: submit_for_approval__c is the newly created field on Student_Detail__c object. The
data type of this field is checkbox. If this checkbox is checked then approval process will
be called else approval process will not be called.
• Choose condition type among 3 conditions ➔ All conditions are met
• Save

• Choose action type ➔ Submit for Approval

• Enter action name ➔ Invoke Approval
• Choose already created Approval Process ➔ Fees deductions2
• Don’t Skip the entry criteria
• Select the Submitter who submits the approval process ➔
[Student_Detail__c].Course__r.owner:Userid
• Save
• Activate the Process Builder

Salesforce Training By Mohan | Contact: +91-6301332114 |||| VLR Salesforce Institute – Contact: +91-9059868766