Learning Process Builder


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)

2) Getting Started with Process Builder – Part 3 (Automatically Clone a Record if it Meets Certain Criteria)

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)

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)

3) Getting Started with Process Builder – Part 6 (Update Related Quotes to Denied Except for the One That Was Accepted)

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)

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)

9) Getting Started with Process Builder – Part 22 (Discover How to Auto Populate Delegated Approver Field on a New User 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)

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)

29) Getting Started with Process Builder – Part 78 (Auto Enable Lightning Experience for New Users)

30) Getting Started with Process Builder – Part 79 (Auto Remove Managed Package License from a Deactivated User!)

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)

35) Getting Started with Process Builder – Part 90 (Skyrocket Your Productivity by Leveraging the Power of Chatter Automation!)

36) Getting Started with Process Builder – Part 92 (Streamline the Process of Auto-Adding Chatter Group Members to Public Group!)

37) Getting Started with Process Builder – Part 95 (Need to Auto Add Opportunity Contact Role to an Opportunity? Read on!)

38) Getting Started with Process Builder – Part 96 (Profile? So Yesterday! – Auto Assign Permission Set Group to a User)

39) Getting Started with Process Builder – Part 98 (What say? Send an Opportunity Approval Request to a Queue? Really?)

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 (Auto Post a Message to Chatter When an Event is Created)

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)

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

5) Getting Started with Process Builder – Part 61 (Process Builder design patterns)

6) Getting Started with Process Builder – Part 73 (Streamline Your Process by Reordering Criteria Nodes!)

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)

9) Getting Started with Process Builder – Part 84 (Ever Needed to Select Multiple Picklist Values in Process Builder? How About via a Single Condition?!)

10) Getting Started with Process Builder – Part 85 (Leveraging Versatility of Rule Criteria – a Deeper Dive!)

11) Getting Started with Process Builder – Part 86 (What? Create a Process with No Action? Really?)

12) Getting Started with Process Builder – Part 87 (Untangling the Perplexing Filter Logic of ‘Updating Records Action’!)

13) Getting Started with Process Builder – Part 88 (Learn How to Designate a Recipient to Receive Error Emails – for Flow And Process!)

14) Getting Started with Process Builder – Part 89 (Time-based Action for Anytime Record is Created or Edited)

15) Getting Started with Process Builder – Part 91 (Ride the 10 Horses Carriage to Become an Automation Expert in Style!!)

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)

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

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

1) Getting Started with Process Builder – Part 71 (Set Your Productivity on Steroids by Creating Reusable Processes!)

2) Getting Started with Process Builder – Part 72 (Execute Actions on More Than One Criteria)

Custom Settings and Custom Metadata Types

1) Getting Started with Process Builder – Part 69 (Auto Create a Case form Keyword Word Used in Chatter)

Custom Permissions and Process Builder

1) Getting Started with Process Builder – Part 70 (Bypass Process for a Specific User or Profile)

Quip

1) Getting Started with Process Builder – Part 94 (Bye Bye Manual Work – Auto-create Quip folder, document and, attach it to a record!)

Send Custom Notification / Send Push Notification

1) Getting Started with Process Builder – Part 93 (Enhance Productivity with Push Notification to Desktop or Mobile!)

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