Similar to the upgrade from Salesforce Classic to Salesforce Lightning, Salesforce recently added an upgraded automation tool called Process Builder. While Salesforce still supports workflow rules, all-new features are being added to Process Builder.
Process Builder is different from workflow rules in several ways. To start, Process Builder allows you to automate more items, such as creating all types of records, as opposed to just creating tasks with workflow rules. Process Builder also allows you to update any related record, as opposed to updating only the record or its parent with workflow rules. It also lets you control the execution order of your criteria, a feature not available with workflow rules.
In this chapter, we will cover the following topics in detail:
- Creating a process
- Adding an object and criteria
- Setting immediate actions