TUTORIAL FOR PROCESS BUILDER IN SALESFORCE || PART-1 || LATEST 2020 || ITTOOLSTRAINING

Описание к видео TUTORIAL FOR PROCESS BUILDER IN SALESFORCE || PART-1 || LATEST 2020 || ITTOOLSTRAINING

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PART-2 LINK MENTIONED BELOW:
   • TUTORIAL FOR PROCESS BUILDER IN SALES...  

What is Process Builder in Salesforce?
Process builder helps you to automate business processes like record updates, email alerts and any tasks you assign. It’s an extension of workflow rules containing more features. We can create the whole process in one place rather than using different workflow rules.
This whole process builder has a point and clicks interface. The process uses custom or standard objects with related action to automate a business process, all without a single line of code. 
How to start with the process builder:
From Setup-- Build-- Create-- Workflow and approvals-- Process builder
Click on new to create a new process. A popup will appear where you have to enter name, description and the process starts when an option has three values
• A record changes
• A platform event occurs
• It’s invoked by another process
To start the process, click on add object and a page is displayed which you have to select the object and start the process options.
In the advanced option, select yes if you want to allow the process to evaluate a record multiple times in a single transaction.
Next, you have to add criteria to evaluate the process. Click on additional criteria, enter criteria name, select the options under criteria for executing actions,
• Conditions are met
• Formula evaluates to true
• No criteria—just execute the actions!
Click on add row to add more conditions to the action.
Set the condition where you will find ‘Field’, ‘Operator’, ‘Type’, ‘Value’. Select one of the conditions among
• All of the conditions are met (AND)
• Any of the conditions are met (OR)
• Customize the logic
If needed, we can schedule the action by setting a schedule button that has time and date to select. To Stop the flow click on stop. We can add more flows one after another or click on the activate button when you have assigned data in the correct format and check validation rules. Process builder can perform more actions than Workflows.
Actions that can be performed with Process builder:
• Create and update records.
• Send an Email alert.
• Submit a record for approval.
• Invoke a process from another process.
• Launch a flow.
• We can call apex methods.
• Post to chatter.

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