Learning Process Builder
This series will help you understand the 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 set up complex Workflow (Using click, not code) in Salesforce which otherwise required Apex. I have categorized the articles based on Process Builder actions.
Create a Record
1) Getting Started with Process Builder – Part 1 (Automatically Create 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)
6) Getting Started with Process Builder – Part 53 (Field history tracking for Multi-Select Picklist)
7) Getting Started with Process Builder – Part 77 (Auto-add products to new Opportunity)
Update records
1) Getting Started with Process Builder – Part 2 (Adding a Time-dependent Action)
2) Getting Started with Process Builder – Part 4 (Auto-update Chatter email settings)
5) Getting Started with Process Builder – Part 32 (Define Additional Conditions When Updating Records)
8) Getting Started with Process Builder – Part 76 (Working with Polymorphic Relationship)
Launch a Flow
1) Getting Started with Process Builder – Part 5 (Keep Case Owner in Sync with Asset Owner )
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)
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)
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)
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)
29) Getting Started with Process Builder – Part 78 (Auto Enable Lightning Experience for New Users)
31) Getting Started with Process Builder – Part 80 (Auto Add Member to New User’s Default Account Team)
32) Getting Started with Process Builder – Part 81 (Auto Add Members to Account Team)
33) Getting Started with Process Builder – Part 82 (Recipes for Automating Chatter Group Management)
34) Getting Started with Process Builder – Part 83 (Auto-Adding Account Team Members to Case Team)
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
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 (Send a Welcome Email with Attachments 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)
5) Getting Started with Process Builder – Part 61 (Process Builder design patterns)
7) Getting Started with Process Builder – Part 74 (Multiple Scheduled Actions Within a Single Process!)
8) Getting Started with Process Builder – Part 75 (Accessing Encrypted Data in Process Builder)
11) Getting Started with Process Builder – Part 86 (What? Create a Process with No Action? Really?)
Error Handling
1) Getting Started with Process Builder – Part 64 (How to fix MIXED_DML_OPERATION error)
2) Getting Started with Process Builder – Part 65 (Resolve ALL_OR_NONE_OPERATION_ROLLED_BACK error)
3) Getting Started with Process Builder – Part 66 (How to fix FIELD_INTEGRITY_EXCEPTION error)
4) Getting Started with Process Builder – Part 67 (How to fix MALFORMED_ID error)
Dynamic Approval Process (Converted in Flow)
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 Marketing Qualified Leads)
4) Getting Started with Process Builder – Part 97 (Now, Generating a Quote PDF is a breeze! Learn how!)
Deployment
1) Getting Started with Process Builder – Part 44 (Deploy Flow(s) or Process(es) Using Change Sets)
2) Getting Started with Process Builder – Part 45 (Distribute Flow(s) or Process(es) Using Packages)
4) Getting Started with Process Builder – Part 68 (Deploy Flow(s) or Process(es) Using MavensMate)
Custom Labels and Process Builder
1) Getting Started with Process Builder – Part 40 (Adding a line break in Process Builder formula)
2) Getting Started with Process Builder – Part 60 (Just say no to hard-coded ID)
3) Getting Started with Process Builder – Part 62 (Auto share events from a shared Calendar)
4) Getting Started with Process Builder – Part 63 (Update whoId when shared activities are enabled)
Creating Reusable Processes
2) Getting Started with Process Builder – Part 72 (Execute Actions on More Than One Criteria)
Custom Settings and Custom Metadata Types
Custom Permissions and Process Builder
1) Getting Started with Process Builder – Part 70 (Bypass Process for a Specific User or Profile)
Quip
Send Custom Notification / Send Push Notification
54 thoughts on “Learning Process Builder”
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Abhishek Verma
Hi Rakesh,
I really found your blog very much helpful and it’s an awesome for a person like me who is learning a lot through your immense knowledge which you are sharing through your posts.
I’ve an requirement to automatically add members of case to “Case team Member” related list. Like I’ve 3 fields on case object which is in lookup relationship with user, fields name are “Case Owner”, “Case Team Investigator”, Case Handler”.Also with same name Case Team Member role has been created.
Whenever as case is created by filling up those above 3 fields, those user’s should get automatically added to the case team member related list with role populated for each one like handler, investigator and owner.
Can you please help me out how to do this?? Actually I’ve achieved this half way using flow and Process builder, the users are getting added on the case team member related list, but not with same role like the fields I’ve created. Can you please help me out in this.
BR,
Abhishek
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Muhammad Kashif
I must say you are real automation expert.
ASHISH
Great Work
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Daniel Z. Chohfi
Awesome content, thanks!
Avishek
H Rakesh,
Good Resource i always Follow your website .. Could you please also make one post one PB per Object.
Rakesh Gupta
Thanks for your kind words.
Prasad Shiraskar
Hi Rakesh,
Can we create a public post on a case feed via Process builder?
Rakesh Gupta
You can post a message on a case feed through Flow/Process Builder, use NetworkScope and Visibility field to do so. For more details check out this page https://developer.salesforce.com/docs/atlas.en-us.api.meta/api/sforce_api_objects_casefeed.htm
Prasad Shiraskar
You’re a gem, Rakesh!!
Rakesh Gupta
Thanks for the kind words, Prasad!
Prasad Shiraskar
Rakesh, Any thoughts on adding the App Builder topics just like the PB, Visual WF, Pardot and Apex topics?
Rakesh Gupta
I am writing a book on App Builder Certification
Jayesh Tejwani
Hello Rakesh,
I am creating a Task Record from Process Builder on creation of Account. So I need to insert Accounts Project Record Id link in the description and subject field along with a text.
I am using URLFOR and LINKTO functions but it doesnt work. Pleas suggest
Formula Code:
URLFOR([Account].Project__c.Name, [Account].Project__c.Id) + ” Project Id”
Dilip Kulkarni
Hi Rakesh,
Fantastic posts!!
I want to auto update the owner field ( custom field with lookup to user) with created by field value when record is created for a custom object. ( Means pull the value from created by field to update owner field.) How to do it with process builder or flow?
Rakesh Gupta
Use process builder with Flow to solve it.
1. Use Process Builder to kick off the Flow (pass record ID)
2. Use Flow to get the created by ID
3. Update custom Lookup field
Narendra reddy G
Hi Rakesh, this is Narendra. I am facing problem in Part 55 of the Process Builder. I am implementing this process step by step same as you shown, but when i am going to add action to Process builder not getting Flow name. Could you please tell me how to resolve this issue.
Rakesh Gupta
Make sure that you have selected Flow type is Autolaunched While saving it.
CS-Cart modification
Hard work I think with excellent results.
Rakesh Gupta
🙂
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Nidacloud
Great Work… !!!
Gutmann Consulting (@dasistgutmann)
Rakesh, this is a fantastic resource. I went through a lot of the Trailhead materials, and found yours even more valuable. Thank you!
Rakesh Gupta
Thank you! I am glad you liked it 🙂
Steve
We are using Pardot to do marketing. We have a process for Pardot to synch with SFDC and create Lead records. We also have several custom fields on the Lead object that store “quote” values. Depending on how the customer comes to the Pardot application, the quote fields may or may not be populated. If the quote fields are populated when the Lead record gets created or updated from a Pardot synch, I want to immediately convert the lead to a Contact, Account and Opportunity.
My use cases are as follows:
1. If it is a Lead in SFDC and quote form field(s) are updated and populated after submission, then convert lead to contact and to opportunity
2. If it is a Contact in SFDC and quote form field(s) are updated and populated after submission, then create opportunity and set the quote fields to null. (I have this built in PB and is kicked off via a custom button, next step is to have it kickoff automatically).
After reviewing your website, I am thinking of going through all of the tutorials to see how much of this I can build after going through them.
My question is… What order should I follow? Should I do them as presented on the website, or should I follow Part 1, Part 2, Part 3… etc. and then finally Part 53.
Thanks again for a wonderful site.
Rakesh Gupta
hanks very much for your feedback Steve, glad you find it useful 🙂
I will suggest you to go through as presented on the website.
johnn
Hello Rakesh
Great Site
Are there any workarounds to use some Scenarios in the Flow Section with Editions without
the Flow Component. ?
regards john
Rakesh Gupta
Sorry I didn’t get your point
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Joe Sandor
Thanks for these blog posts.
Rakesh Gupta
Thanks Joe 🙂
Namrata
A very good website to learn process builder. I have set up some processes in my process builder. It executes Process 1-4. But, the process 5 is not fired up at all in spite of entry conditions met for Process 5.
What is the best way to debug processes? I checked the debug logs and there are no logs created for any of the processes. Will it help if I place some System.Debug statements in the Apex classes that are called by Processes 1-5?
Appreciate your comments and suggestions
Rakesh Gupta
Thanks for your feedback 🙂
As per my understanding Debug Log is the best way to debug processes.
P.S. :- For Process 5, select “Recursion – Allow process to evaluate a record multiple times in a single transaction” option.
Lawrence Peter
Is there any work around with code.
Rakesh Gupta
Not at the moment 🙁
Lawrence Peter
Rakesh great work. my only question is I have a Validation rule on the Opportunity Object and the Process Builder as well. Validation rule seems to work perfectly BUT it does not show the error of validation rule. It shows the error of Process Builder.
Rakesh Gupta
It’s working as per the design. There is an idea for this https://success.salesforce.com/ideaView?id=08730000000DhhhAAC
Lawrence Peter
I looked at it but its an unresolved idea. So it means there is no fix to this.
Rakesh Gupta
Yes you’re correct.
Marta
I love your online instructions. Am also interested in purchasing your book “Learning Saleforce Visual Workflow.” I am curious… because Process Builder is a new-ish tool, how much of the book explains this new tool as opposed to older methods of implementing business apps/workflows? I am new to Salesforce and would like to learn using the most up-to-date methods and tools.
Rakesh Gupta
Thanks Marta. Check out this Learning Salesforce Visual Workflow to explorer more about it.
Rachel Natik
Hey, does a field update via workflow count as an edit for PB criteria (so that it will execute when that field is updated)
Rakesh Gupta
Yes, If you have selected “Re-evaluate Workflow Rules After Field Change” check-box.
Susan
That’s a good piece of work Rakesh.
Rakesh Gupta
Thanks Susan 🙂
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Janaki Kowtha
Keep up the great work Rakesh!
Rakesh Gupta
I’m glad that you liked it. Thank you!
Tina Bowles
Great articles, thanks Rakesh! I’m looking forward to more 🙂
Rakesh Gupta
Thanks Tina!
Jagan
is there a way to force to fill out Contact Role to fill out when they change the opportunity stage to the certain level such as when the probability change to 70%
Rakesh Gupta
Create an Apex trigger on Opportunity