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Salesforce Automation - Process Builder Basics

  1. Process Builder lets you automate more things.
    • Process Builder includes more flexible actions compared with the corresponding workflow actions. 
    • You can create any record instead of just tasks. 
    • The Update Records process action (which corresponds with the field update workflow action) lets you update any related record, while the field update workflow action lets you update only the record or its parent.
    • Process Builder also includes brand new actions that aren’t available in Workflow—such as Post to Chatter and Submit for Approval.
  2. Process Builder lets you control the order of your criteria.
    • In Process Builder, you determine the exact evaluation order of your process’ criteria. In turn, within a given process criteria, you determine the order of its actions. 
    • Whereas In Workflow, there’s no way for you to determine which order your workflow rules run in.
  3. Process Builder lets you access fields on every related record.
    • In Workflow, you can reference fields on the record’s parent. 
    • Process Builder, on the other hand, lets you access the fields on any related record, no matter how far away that record is.
    • You can reference fields on a parent record, grandparent record, or great-great-great-grandparent record twice removed.
  4. Process Builder is the future.
    • Salesforce is no longer enhancing Workflow. They still support your use of workflow rules, and will continue to do so. 
    • But all new functionality for the workflow use case will come through Process Builder. 
    • If you want to use the shiny new functionality, migrate your automation to Process Builder.
  5. You can assign task to Queue using Process Builder.
How to Create Process Builder:
  • Click Gear icon to access Setup in Lightning Experience and select Setup. This launches Setup in a new tab.
  • From Setup, enter Builder in the Quick Find box, and select Process Builder.
  • Click New.
  • For Process Name, type Contact address change.
  • For The process starts when, select A record changes, and click Save.
  • Click + Add Object.
  • In the right window, select Account(You can Select any object) from the Object drop-down list.
  • For Start the process select when a record is created or edited.
  • Click Save.
Add Criteria
  • Click Add Criteria.
  • For Criteria Name, type "Give a Proper Name".
  • For Criteria for Executing Actions, keep it set to Conditions are met.
  • For Set Filter Conditions, click Find a field..., select "Desire Filed" and click Choose, Set relavent Operator, and set to desire Value.(For Each condition do this step again and again)
  • For Conditions, keep it set to All of the conditions are met (AND).
  • Click Save.
Add Action 
  • Under the Immediate Actions box, click + Add Action.
  • In the Action Type drop-down list, select Update Records(Any Desire Action).
  • For Action Name give a Name to it.
  • For Record Type, click the radio button next to Select a record related to the Selected Object, then scroll down and select any realted object, and click Choose. This is pretty powerful stuff, so pause and take note. Example Process Builder allows you to choose not just fields on Accounts, but fields that are related to Accounts.
  • For Criteria for Updating Records, keep it set at No criteria—just update the records!.
  • Under Set new field values for the records you update, click Find a field..., and then scroll down and select filds.
  • Select Field Reference for the Type(Or anything you want from drop down).
  • For Value, select realted Field say as the Account field and click Choose.
  • Click Save.
  • Click Activate and then click Confirm.
Samples Process Builder

Assign Task/Event (New feature of 2020)
  • Assign Task/Event to Queue will be done by using a Custom Label
  • Custom Label will have id of Queue in value
  • Use formula for "Assign To" field and Assign Custom Label From Formula Editor.
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  1. Awesome Man, keep up the good work.Those who face problem while adding permission sets to the permission set group , please switch to lightning and do so.


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