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) Converted in Flow

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

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

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

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) Converted in Flow

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) Converted in Flow

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) Converted in Flow

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) Converted in Flow


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) Converted in Flow


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)

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

Moved to Flow Page


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) Converted in Flow

3) Getting Started with Salesforce Flow – Part 44 (Auto Convert Marketing Qualified Leads) Converted in Flow

4) Getting Started with Salesforce Flow – Part 71 (Now, Generating a Quote PDF is a breeze! Learn how!) Converted in Flow


Deployment

Moved to Flow Page


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!)

Have feedback, suggestions for posts, or need more information about Salesforce online training offered by me? Say hello, and leave a message!

55 thoughts on “Learning Process Builder

  1. 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

  2. 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”

  3. 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?

    1. 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

  4. 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.

  5. 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.

  6. Hello Rakesh

    Great Site

    Are there any workarounds to use some Scenarios in the Flow Section with Editions without

    the Flow Component. ?

    regards john

  7. 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

    1. 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.

  8. 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.

  9. 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.

      1. 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%

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