In the previous chapters, we discussed the overview of Visual Workflow. We also talked about the benefits of using Visual Workflow and a few use cases where we can use it. We also learned the way of setting up an approval process. This chapter starts with an overview of the Process Builder. We will take the discussion forward to discuss the difference between various automation tools and when to use what. Then, we will go through step-by-step instructions to create a process using Process Builder. The following topics will be covered in this chapter:
Process Builder overview
Difference between Process Builder and other tools
Auto-creating a child record
Auto-updating child records
Posting messages to a Chatter group
Auto-submitting records into the approval process