Book Image

Learning Salesforce Visual Workflow

By : Rakesh Gupta
Book Image

Learning Salesforce Visual Workflow

By: Rakesh Gupta

Overview of this book

Table of Contents (14 chapters)
Learning Salesforce Visual Workflow
Credits
Foreword
About the Author
About the Reviewers
www.PacktPub.com
Preface
Index

An overview of Process Builder


Process Builder is a way of automating business processes. In other words, it is the upgraded version of the Workflow Rule. Whenever you create a Process, the system automatically creates a Flow and a Flow trigger to call this Flow. This happens behind the scenes and the user doesn't need to interact with these shadow Flows. The Workflow Rule has several limitations; it doesn't allow you to update child records. Also, it doesn't allow you to post to Chatter, create a child record on a specific action, or automatically submit a record for approval. To overcome these limitations, Salesforce introduced Process Builder in the Spring '15 release. Process Builder is available for the Enterprise, Performance, Unlimited, and Developer editions. There are a few advantages of Process Builder, as follows:

  • It allows you to create a complete process in a single screen, unlike Workflow Rule where you have to move from screen to screen to create a complete rule

  • Its visual layouts...