A First Look at Salesforce.com Process Builder (Spring ’15)

Final_Spring15-logo-300x246Process Builder is here! Certain sandboxes received Spring ’15 functionality on January 9th, 2015, and Process Builder was one of the new features included. For all production orgs and the rest of the sandboxes, you’ll have to wait until February to touch it, but you can get a glimpse of it here now.

The purpose of this post is to get you acquainted with the look and feel and a provide you with a taste of what can be done declaratively with Process Builder (not to review all Process Builder functionality in detail, which is a likely candidate for a future post).

I’ll walk through a relatively simple scenario. I will automate the creation of a new Opportunity when a new Account is created with a Type of “Customer.” Although basic, this example contains a major leap in declarative functionality: the ability to create a new record upon the creation or update of another record. Today, via Workflow Rules, this is not possible. It is possible using Visual Workflow, but Process Builder is significantly easier, quicker, and more intuitive to use. That’s my opinion and I’m sticking with it.

Below, I walk through the primary steps that are required in this example and include screenshots to give you a idea of what to expect.

Scenario: Automatically create an Opportunity upon the creation of a Account for which Type = “Customer”

1. Navigate to Setup > Create > Workflow & Approvals > Process Builder

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Figure 1 – Process Builder Setup Menu

2. Review Process Builder start page and click “New” to start building.

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Figure 2 – Process Builder Start Page

3. Create your new process.

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Figure 3 – Metadata definition

4. Select the object to be evaluated (in this case, Account).

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Figure 4 – Object selection

5. Review current process with object added.

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Figure 5 – Account selected as the object to be evaluated

6. Start to definite the criteria that will determine when action(s) will be triggered.

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Figure 6 – Add Criteria

7. Name the criteria entry and identify when actions should be evaluated.

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Figure 7 – Criteria definition

8. Create your filter field (Type).

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Figure 8 – Filter field value

9. Apply filter value (Type = “Customer”) and review your filter.

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Figure 9 – View of Filter Criteria

10. Save your filter criteria.

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Figure 10 – Save Filter Criteria

11. Add a corresponding action (Create a Record).

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Figure 11 – Add Action

12. Populate required fields for the new Opportunity record.

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Figure 12 – Population of Required Fields

13. Activate the process by clicking on “Activate” at the top right.

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Figure 13 – Activation Warning

14. Review your activated process.

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Figure 14 – An Activated Process

15. Review all of your processes by navigating to “My Processes.”

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Figure 15 – My Processes

There’s no doubt in my mind that Process Builder warrants at least one more post to dissect how it works and walk through all of its various aspects. Look for that post in the near future. In the meantime, make sure to check out “Practical Salesforce.com Development Without Code” (below) for more content on building declarative solutions in Salesforce.com.

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