I’m still pinching myself. My new book Mastering Salesforce CRM Administrationwas out yesterday (03/27/2017). Salesforce.com is one of the fastest-growing and demanding technologies at the moment. Mastering Salesforce CRM Administration is a hands-on guide that will help Salesforce newbies (who have a basic knowledge of Salesforce), new or experienced Salesforce administrators, and developers who want to take their knowledge to the next level to become a Salesforce certified advanced administrator. As you go through the content, you will notice that this book focuses on real-world examples. This book builds upon these examples to help you understand and use the features of the Salesforce.com platform.
This book is all about mastering the Salesforce admin part, taking your skills as an administrator or developer and tuning them for the unique features of the Salesforce platform. I have discussed many complex topics in this book, such as territory management,forecasting,quota,escalation rule,knowledge base,Visual Workflow, Process Builder, deployment using Force.com Migration Tool and more. This book covers almost all the topics mentioned in Salesforce certified advanced administrator examination study guide.
Here’s a taste of what you’ll uncover:
Adopt Lightning Experience to improve the productivity of your organization’s sales team
Create and maintain service entitlements and entitlement processes
Process Builder basic and advanced concepts
Implement Customizable Forecast and quota management
Implement Knowledge base management to improve support reps productivity
Implement territory management
Exploring different ways to deploy application between environments including Force.com Migration Tool
Best practices for improving and enriching data quality
And yes, so much more.
I would like to take this opportunity to thank both of you (Jitendra Zaa and Vinay Chaturvedi) for the effort and expertise that you have contributed to reviewing, without which it would have been impossible to maintain the high standards of the book.
Vinay Chaturvedi is a Salesforce MVP, currently working as a principal consultant. He has been loving and living Salesforce since 2011.
Jitendra Zaa is a Salesforce MVP, author, and a Dreamforce speaker with more than 9 years of experience in web technologies and cloud platforms.
The purpose of this article is to discuss Process builder. Process builder is generally available for use, after Spring’15 release. From today onwards I am going to start a series of blog post on Process builder, I will try to post at least one article per week related to it.
What is Process Builder?
Process Builder is a combination of Flow and Workflow rule. In other words, we can say that it’s the next level of Workflow rule, that allows us to automate your business process by creating Processes with point-and-click.
How to enable Process builder?
Process builder is only available in Enterprise, Unlimited, Performance and Developer editions. After Spring’15 release it will be generally available for above-mentioned editions.
Why Process builder?
Workflow rule has a few limitations like using WFR you can’t create child record, Post to Chatter or Auto submit record in the Approval process. Let’s start with a business use case
Business Use case
Corey Eridon is working as a System administrator at Universal Containers (UC). She has received a requirement to auto create a child case, whenever a new case is created with Case Reason Breakdown.
Solution for the above business requirement
To solve this requirement, we will useProcess Builder. Whenever we create a Process using Process Builder Salesforce auto, create a Flow and Workflow rule (With an action) to fire it. At the end of this article, I will show you how to view Flow and Workflow action created by System for Process. Follow the below instructions to create a Process for the above business requirement
1. Click on Name | Setup | App Setup | Create | Workflows & Approvals | Process Builder 2. To create a new process from scratch, click on theNew Button available on Process Management page, A popup will open where you have to enter Name (Enter Create_Child_case_for_Breakdown as name), API Name and Description as shown in the below screenshot
Define Process Properties
3. Once you click on the Savebutton, it will redirect you to Process canvas. Click on Objectnode to add object and set the evaluation criteria, Please refer to the following screenshot for more details
4. The next step is to define Process criteria. For this click onAdd Criterianode, Enter Criteria Name, Set filter conditions (Similar to Rule Criteria in Workflow Rule), as shown in the following screenshot
5. Now we have to add anImmediate action into the Process to create a case record. For this useCreate a Record action, Please refer to the following screenshot for more details
Add action – Create a Record
Make sure that you have assigned data in the correct format becauseProcess builder obeys Validation rule. If some fields are required by using Validation rule, then make sure than you have added those fields. Same time if some fields are required using Page layout, you can ignore those fields.
6. The final task is to activate your Process by clicking on theActivatebutton.
Now onwards if you create a case with Case Reason Breakdown, Process will auto create a child case for it.
No more valid
Flow and Workflow action created by Process Builder
1. There are two ways that I am aware of, to see the Flow generated by Process Builder for current Process, those are Packageor Change Sets. Now I am going to create a package, don’t worry it is very easy. Follow the path to create a Package 2. Click on Setup | Build | Create | Packages and click on the New button, enter the Package Name, as shown in the following screenshot
Create a new Package
3. Click on the Add button available under Component, as shown in the following screenshot
Add Components to Package
4. From Component Type drop-down select Flow, and click on the Process we have created, i.e. Create_Child_case_for_Breakdown as shown in the following
List of active Flows and Processes
5. It will redirect you to the Flow detail page, see the Typei.e. Workflowdifferent from normal (Flow or Autolaunched Flow). Now click on the Openlink as shown in the following screenshot
Flow Created by Process builder
6. It will open the Flow, which is generated by Process Builder for the Process we have created. There are two SObject Variables created by Process to pass old and New Id of record to Flow
7. To check Workflow action, use this URL https://gs0.salesforce.com/09M, change the Salesforce instance, as per your current organization instance. I have created a custom view to see additional details
Workflow action to call a Flow
8. If you click on the Editlink, it will look like the following screenshot
Edit action Flow Param
Note: – This is my finding and only for learning purpose. Don’t delete any actions or Flows.