Process 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
2. Review Process Builder start page and click “New” to start building.
3. Create your new process.
4. Select the object to be evaluated (in this case, Account).
5. Review current process with object added.
6. Start to definite the criteria that will determine when action(s) will be triggered.
7. Name the criteria entry and identify when actions should be evaluated.
9. Apply filter value (Type = “Customer”) and review your filter.
10. Save your filter criteria.
11. Add a corresponding action (Create a Record).
12. Populate required fields for the new Opportunity record.
13. Activate the process by clicking on “Activate” at the top right.
14. Review your activated process.
15. Review all of your processes by navigating to “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.