Salesforce Developer Process Automation Process Builder


// Salesforce - Developer - Process Automation - Process Builder:

The Process Builder tool allows you to easily automate business processes using 
a convenient graphical representation of your process as you build it. The 
process consists of:

1. Criteria that determine when to execute action groups.

2. Immediate and scheduled actions to execute when those criteria are met.

Any change that causes a record to match the criteria automatically triggers 
the action group.

Watch the video:

To create an automated process using Process Builder:

0. With these steps, we will be creating a simple process that creates a 
   contract record and a follow-up task when a high-value opportunity is closed 
   and won.

   Draw out your business process before you try to automate it. Doing so makes 
   it easier to configure when using one of our tools for process automation.

1. From Setup, enter Process Builder in the Quick Find box, click 
   Process Builder, and then click New.

2. Name the process Opportunity Management. The API name updates to 
   Opportunity_Management when you tab out of the Name field.

3. For the description, enter If a high-value opportunity is closed and won, 
   create a draft contract and a follow-up task for the account owner.

4. Configure the process to start when a record changes.

5. Click Save.

6. Click Add Object to associate your process with an object and specify when 
   to start the process. For this process, let’s choose Opportunity and start 
   the process when the record is created or edited.

   When you’re selecting objects or fields, you can type to filter the list of 
   options. For example, type Opp and then select Opportunity from the filtered 

7. Click Save.

// Add Criteria

Now let’s define the criteria that must be true before the process can execute 
the associated actions. For this process, we want to check whether the 
opportunity has been closed and won, as well as if it’s high-value. For this 
example, “high-value” means it’s worth more than $250,000.

1. Click Add Criteria.

2. Name the criteria “Opportunity Won”.

3. Leave Conditions are met selected to evaluate specified field values for 
   the opportunity record.
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