We can bring workflow rules to a new level with the Lightning Process Builder, a point and click tool that was made to easily automate business processes using a modern and intuitive graphical designer.
Each Process Builder is made up of certain criteria based on a specific Salesforce object and is used to trigger groups of actions (just like workflow rules), both immediate and scheduled (just like workflows, you can update a field when a specific time condition is met). We'll also learn how to troubleshoot a process in order to understand why errors crop up, as well as how to speed up debugging and deliver a slick automated experience for your organization.
In this chapter, we'll learn about the following topics:
- Setting up a Lightning Process Builder
- Defining action groups
- Managing the Process Builder
- Final considerations for building with...