Learning Process Builder

Learning Process Builder

This series will help you understand Lightning Process Builder in depth. The Lightning Process Builder is a new workflow tool that helps you easily automate your business processes by providing a powerful and user-friendly visual representation of your process as you build it. One can use the Process Builder to setup complex Workflows (Using click not code) in Salesforce which otherwise required Apex. I have categorized the articles based Process Builder actions

Create a Record

1) Getting Started with Process Builder – Part 1 (Auto Create a record)

2) Getting Started with Process Builder – Part 3 (Clone a record)

3) Getting Started with Process Builder – Part 7 (Auto Create and Activate the Contract )

4) Getting Started with Process Builder – Part 9 (Auto Revenue Splitting in Opportunities)

5) Getting Started with Process Builder – Part 38 (Automatically Create Cases from Unresolved Questions)

6) Getting Started with Process Builder – Part 53 (Field history tracking for Multi-Select Picklist)

Update records

1) Getting Started with Process Builder – Part 2 (Time-dependent actions)

2) Getting Started with Process Builder – Part 4 (Auto update Chatter email settings)

3) Getting Started with Process Builder – Part 6 (Working with related records)

4) Getting Started with Process Builder – Part 14 (Automatically assign Pricebook based on Opportunity Record Type)

5) Getting Started with Process Builder – Part 32 (Define Additional Conditions When Updating Records)

6) Getting Started with Process Builder – Part 52 (Map Lead Source to Account Source during lead conversion)

7) Getting Started with Process Builder – Part 54 (Update the case status through Email-to-Case response)

Launch a Flow

1) Getting Started with Process Builder – Part 5 (Launch a Flow)

2) Getting Started with Process Builder – Part 8 (Auto Sync Accepted Quote with Opportunity)

3) Getting Started with Process Builder – Part 10 (Auto forward Records to a Connection)

4) Getting Started with Process Builder – Part 12 (Implement Gamification to Your Salesforce)

5) Getting Started with Process Builder – Part 16 (Creating Custom Record Sharing Logic)

6) Getting Started with Process Builder – Part 17 (Auto Delete System Generated Chatter Post)  

7) Getting Started with Process Builder – Part 19 (Automatically Add New User to Public Group or Queue)

8) Getting Started with Process Builder – Part 20 (Add Chatter Followers to Record)

9) Getting Started with Process Builder – Part 22 (Disable Chatter On-boarding Splash Page)

10) Getting Started with Process Builder – Part 26 (Email notification for Completed Tasks)

11) Getting Started with Process Builder – Part 27 (Email notification for Draft Emails in Case Feed)

12) Getting Started with Process Builder – Part 28 (Auto Freeze Users Account)

13) Getting Started with Process Builder – Part 29 (Auto Remove Followers from Questions with best replies)

14) Getting Started with Process Builder – Part 30 (Auto-generate renewal Opportunity with Line Items)

15) Getting Started with Process Builder – Part 34 (Auto delete posts generated from Quick Actions) 

16) Getting Started with Process Builder – Part 35 (Delete Chatter Messages)

17) Getting Started with Process Builder – Part 36 (Delete Chatter Conversation)

18) Getting Started with Process Builder – Part 37 (Auto add Opportunity Team Member to Opportunity follower)

19) Getting Started with Process Builder – Part 39 (Auto assign a topic to a record)

20) Getting Started with Process Builder – Part 41 (Email notification on TopicAssignment)

21) Getting Started with Process Builder – Part 42 (Auto remove a record from Chatter Groups)

22) Getting Started with Process Builder – Part 43 (Auto Assign package license to New user)

23) Getting Started with Process Builder – Part 48 (Conditionally make a field read-only or editable)

24) Getting Started with Process Builder – Part 51 (Auto Invite Customers to Chatter)

25) Getting Started with Process Builder – Part 55 (Post to Chatter Feed of Related Record)

26) Getting Started with Process Builder – Part 56 (Auto Create a Public Group for new Account)

27) Getting Started with Process Builder – Part 57 (Automatically add Partner user to Public Group)

28) Getting Started with Process Builder – Part 58 Restrict users on switching from Lightning Experience to Classic)

Quick Action

1) Getting Started with Process Builder – Part 18 (Auto creates a private Chatter group)

2) Getting Started with Process Builder – Part 24 (Automatically Add User to Chatter Group)

Post to Chatter

1) Getting Started with Process Builder – Part 13 (Post new event for public calendar details to Chatter)

2) Getting Started with Process Builder – Part 47 (@Mention a related user in a Post to Chatter action)

Submit for approval

1) Getting Started with Process Builder – Part 25 (Auto Submit Record into Approval Process)

Send an email

1) Getting Started with Process Builder – Part 23 (Welcome Email to New Users)

General Topics

1) Getting Started with Process Builder – Part 11 (Mass delete Paused and Waiting Interviews)

2) Getting Started with Process Builder – Part 15 (An introduction to version control)

3) Getting Started with Process Builder – Part 21 (Running a Flow in System Mode)

4) Getting Started with Process Builder – Part 59 (Verify who Created or Last Modified a Process Builder/Flow)

Dynamic Approval Process

1) Getting Started with Process Builder – Part 31 (Dynamic Approval Routing in Salesforce)

Invoke Apex

1) Getting Started with Process Builder – Part 33 (Call an Apex Method from a Process)

2) Getting Started with Process Builder – Part 49 (Running Leads Assignment Rules From Process Builder)

3) Getting Started with Process Builder – Part 50 (Auto Convert Leads)

Deployment

1) Getting Started with Process Builder – Part 44 (Deploy Using Change Sets)

2) Getting Started with Process Builder – Part45 (Distribute Process Using Packages)

3) Getting Started with Process Builder – Part 46 (Deploy Process Using the Force.com IDE)

Custom Labels and Process Builder

1) Getting Started with Process Builder – Part 40 (Adding a line break in Process Builder formula)