Every day at our workplace, we spend a considerable amount of time doing routine work processes that mostly repetitive and do not require any special attention, but time-consuming nevertheless. Though dull and boring, these tasks are absolutely essential, like sending emails, handling field reports, taking care of alerts or submitting approvals. Think of how faster and efficient your teams can work if these tasks are automated. Increased sales, overflowing funnel, increased revenue, faster service, happy customers, and above all highly motivated and energetic agents from whom the burden of manual tasks have been lifted. All these are possible as you unleash yet another feature of your Salesforce Automation instance. Yes, I am talking about the Salesforce Process Builder.
Salesforce Process Builder is a powerful automation tool, mostly used by the Admins, power users and developers to automate workflow/process flow and provide a visual representation of the process flow as you build.
Salesforce Process Builder is a set of “If, Else and When” statements accumulated all together to customize the automation. Every process that is being built consists of 3 parts. There are triggers, at least one filter criteria node, and at least one action. It allows you to set triggers for tasks with multiple filtering criteria nodes, which helps in recognizing the specific actions required for it. On top of all these, it comes with a Time Lapse feature allowing the tasks to get delayed according to the user’s choice. The best part of all is that its precoded and has a simple point-and-click interface, which makes it user-friendly and easily operatable.
Starting-off with Salesforce Process Builder:
The Process Builder application is a general layout for any realistic process which can take place. It consists of blocks made of important default components required to build a process. These blocks help define the direction and manageability of the process and can schedule the actions for the near future. Some of the Process Builder’s components are:-
Process Triggers– The triggers work just as their name suggests, they initiate the process when it meets the predetermined parameters. Also, these triggers can identify the object for record change processes and can determine whether to pay attention only when a record is created or even when it’s edited.
Filtering Criteria– A criteria node is used to control the execution of the process with the help of filtering conditions or any other custom formula which goes along with the validation rule. Mostly a simple True or False method is used to validate the initiation for a particular action.
You can even add multiple criteria nodes to increase the efficiency of the process. If a specific node denies continuing due to unmatched criteria, then the process would automatically jump to some other criteria node with a different set of actions assigned to it.
Scheduling Actions– The user has two options to set up an action; it can be immediate or a scheduled one. In the case of Immediate ones, the action takes place soon as the process passes through the criteria node. Whereas, in the case of the scheduled activities, the user determines when to execute the action by providing a specific date& time.
Types of Process– The Salesforce Process Builder can automate different kinds of Processes, but the main difference between the sort of trigger used. Some of the processes and triggers associated with it.
- One of the most common processes is record change, it is triggered when there is a need for editing or creating a new record.
- The invocable process is triggered when some other process calls it.
- The Platform Event processes are only triggered when a platform event message is received.
How Salesforce Process Builder Benefits outcast Salesforce Workflow:
Both Process Builder and Workflow are great automation tools, but when it comes to productivity and deliverability, Process Builder certainly has the upper hand. Process Builder Benefits you to both create and edit any new record or field. On the contrary, with the Workflow; you can only create a given task or update given fields. Besides these, Workflow can also send Email alerts and Outbound messages, but there are many things it can’t, whereas Process Builder can. Such as:-
Posting on Chatter– Process Builder can post information to any group or user in the chatterbox of Salesforce. Along with this, you can also give references to other groups or topics.
Launching Flow -With Process Builder, you can start a flow, which can help in automating complex business processes.
Submit Approvals– You can submit the records which has initiated the process for approval.
Send Emails- Salesforce Process builder templates help you quickly craft Emails with their simplicity and finally Salesforce Automation helps you to automate sending Emails without any attention required to it.
Calling Processes- You can call other processes as well by using Process Builder. All you have to do is choose a process type so that a different process can be invoked.
Calling Apex methods- Process Builder also allows you to call the Apex from a process if you want to do more than what your action is capable of.
Salesforce Process Builder Limits are yet to be defined, which makes it one of the most versatile Automation tools that technology has to offer. It lets you send Emails, automate processes, submit approvals, and much more. Undeniably, it saves lots of workloads, maintenance, and time, which is money. In addition to all these, Salesforce Process Builder is rumored to replace Workflow in the upcoming years. So overall, it is a positive step to migrate from Workflow to Process Builder.
If you want to know more about Salesforce automation and Process Builder, Talk to us now!