The Process Builder

In the day-to-day life of end users, a lot of repetitive work is done manually. You can minimize these manual actions (such as sending email notifications, assigning records to other users or queues, and performing record updates to certain stages and statuses) by creating automated actions through the Process Builder. The Process Builder is one of the most powerful tools that you can use to automate your business using a nice graphical interface.

The Process Builder can be kicked off in the following three ways:

• When a record is created or updated in Salesforce
• When a platform event occurs on the Salesforce Platform
• When another process invokes it

Each process consists of nodes and actions, as follows:

• In the nodes, you'll define the criteria on which a set of actions need to be executed.
• The actions (immediate or scheduled, that is, time-based actions) need to be executed when a certain criteria node is being entered and evaluated (being true). Pay attention to the fact that only record-change processes support scheduled actions.

With the Process Builder, you can perform the following actions:

• Create records of any object type.
• Update any related record; this is not limited to the record itself or its parent.
• Use quick actions to create or update records or log calls.
• Invoke a process from another process.
• Launch a flow.
• Send an email.
• Post to Chatter.
• Submit a record for approval.
• Call an Apex class.

The Process Builder also comes with an easy-to-read and easy-to-edit drag and drop graphical interface; this is why most people call it WFR on steroids: