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 set up 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 (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)

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)

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!)

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

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 Process(es) Using Change Sets)

2) Getting Started with Process Builder – Part 45 (Distribute Process(es) Using Packages)

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

4) Getting Started with Process Builder – Part 68 (Deploy 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)

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

Advertisements