Salesforce Process Builder.

Compared to workflow rules, process builder should be used to build more complex business processes, such as use Apex to make web service callouts, using a script for a customer call, Sort, iterate over several records, and use data from third party services.

It is quite painful that it’s not possible to change the order of the criteria nodes or the order of the actions of the process, the only way of changing this is to start over the process.

Another pain point that we cannot see the scheduled time based workflow under the time based workflow queue.

Multiple Rules in one Process and the enhanced Visual Interface provides the flow of the business process and the visual diagrams always helps users to understand the business without digging in to the salesforce workflow rules individually.

What is a process builder?

·         Simple - Design with point and click NOT code,

·         Powerful - Five new actions not available in workflows

·         Flexible - Build automated process that better match how your business works

·         Visual - View your process in an intuitive interface.

The following capabilities of a workflow could be replaced with process builder’s features,

·         Email

·         Tasks

·         Field Update

·         Outbound Messages

The actions available through the process builder would be.

·         Apex, - Executing an APEX business logic will allows us to cater more complex business logic and enhance the scalability factor. The apex class must have evocable method, eg: this should be a public method.

·         Create a record – You can select the particular object and provide the variables to be updated along with a single value or a value form another object record.

·         Update any related record—not just the record or its parent – functionality similar to create a record, excepts which updates the existing one.

·         Use a quick action to create a record, update a record, or log a call - Use this action type to invoke an object-specific or global action that has already been created in your organization

·         Launch a flow—as an immediate or a scheduled action – Only active flows would be possible and the flows should not relate with any screens.  

·         Send an email - Select an existing email alert for the object that the process is associated with.

·         Post to Chatter – You can post to a User, Chatter Group, or to the existing record, also we can use @mentions and add topics.

·         Submit for approval – This requires the Approval Process and could be a default one or a Specific one and the submitter could be current user, User field from a record or other user.