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
About the Author
About the Reviewers

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...