Book Image

Salesforce Process Builder Quick Start Guide

By : Rakesh Gupta
Book Image

Salesforce Process Builder Quick Start Guide

By: Rakesh Gupta

Overview of this book

Salesforce Management System is an information system used in CRM to automate business processes, such as sales and marketing. Process Builder is a visual tool created to automate business processes in Salesforce. It enables users with no coding expertise to build complex Salesforce workflows. The book starts with an introduction to Process Builder, focussing on the building blocks of creating Processes. Then you will learn about different applications of Process Builder for developing streamlined solutions. You will learn how to easily automate business processes and tackle complex business scenarios using Processes. The book explains the workings of the Process Builder so that you can create reusable processes. It also explains how you can migrate existing Workflow Rules to Process Builder. By the end of the book, you will have a clear understanding of how to use Flows and Process Builder to optimize code usage.
Table of Contents (12 chapters)
Title Page
Copyright and Credits
Packt Upsell

A few points to remember

The following are some noteworthy points regarding Process Builder:

  1. A process's API name must be less than, or equal to, 77 characters, and it's always associated with a single object.
  2. Using Process Builder, you can't delete records. If you want to do that, you have to use Flow with Process Builder.
  3. To set the Text data field to blank, you can use {!$GlobalConstant.EmptyString}.
  1. By default, the process owner will receive an email from Salesforce. If the process fails at runtime, or if any fault occurs, the error or warning messages might refer to a Flow instead of a process. If you want to notify other users and your IT department, use the Apex Exception Email, under the Salesforce setup. 
  2. The process follows all of the governor limits that apply to Apex.
  3. You can have a maximum of 50 active rules and processes on any object. Rules include Workflow Rules, Escalation Rules, Assignment Rules, and Auto-Assignment Rules.
  4. Process actions are executed in the same order in which they appear in the Process Builder.
  5. You can't delete an active process; first, you have to deactivate it. Once you have deactivated a process, you can immediately delete it.
  6. If a custom field is referenced in a process/Flow, you can't delete that field.
  7. Before you change a custom field’s type or name, make sure that it isn’t referenced in a process that would be invalidated by the change.
  8. An immediate action on a record update obeys validation rules.
  9. A scheduled action on a record update skips validation rules.
  10. If any of the actions fail, the entire transaction fails and an error message is displayed.
  11. File type custom fields aren’t supported in Process Builder.
  12. External objects and deprecated custom objects aren’t supported in Process Builder.
  13. If a single action group includes multiple Update Records actions that apply different values to the same field, then the last action’s value is used.
  14. The total number of process criteria nodes that are evaluated and actions that are executed at runtime is 2,000.