Process Builder is one of the most powerful tools provided by Salesforce to implement business requirements declaratively. By using it, one can minimize usage of codes in their Salesforce org. The best part is, you do not have to write test classes for your Processes or Flows. Implementation of Process Builder is very easy – you create a Process; tests it; and then, use Change Set to deploy it to Production. To achieve mastery of Process Builder, you have to understand its capabilities – such as, calling an Apex class, or a Flow, etc. Today we will discuss one of Process Builder’s important features – Schedule multiple group of actions.
Let us take an Example – say your company just acquired a new customer. And, your business wants to schedule few follow-up actions to smoothen the customer onboarding process. To achieve this, your business wants to use an out-of-the box feature so that it can send reminders to Account Owner after 5, 10 and 15 days once an Account is created.
With multiple schedules, it is easier to – (1) optimize sales responsiveness; (2) automate follow-up actions on important Cases and Opportunities; and (3) support your business needs – all within a single process!
Business Use Case
Let us start with a business use case. Pamela Kline is working as System administrator at GurukulOnCloud. At GurukulOnCloud they are using Process Builder to streamline Sales Processes. Today, Pamela received a requirement – as soon as a Case is closed, do the following tasks
- Send a follow-up email to customer 2 days after the Case Closed Date is populated (1) Read the rest of this entry!