Unleash The Power of the Salesforce Lightning Process Builder

The recently released Lightning Process Builder greatly increases automation capabilities and allows for an administrator to do with configuration what would once require a developer and Apex.

The Process Builder interface is clear and user-friendly, with a visual presentation resembling that of a Flow chart.

Below I will briefly describe creating a simple Process:

Step 1

The first step is defining the Object that the process will “run on”.

As you can see on the right side (below the arrow) the Process will run either when a record of the chosen Object is created or edited (criteria to be defined in next step). 

Additionally, a record can be evaluated “multiple times in a single transaction” meaning after going through “Branch 1” of the process  the record may now qualify for “Branch 2” and will proceed accordingly.

Step 2

Setting Criteria

Much like Workflow, Processes have defined criteria as to when to fire. 

One big advantage over Workflow is that a Process can be run on every record- no criteria. (Using Workflow one would have to define criteria such as Record Id != Null)

Step 3

Selecting Immediate Actions

After defining the criteria we must then define an action. 

As you can see above the available options go far beyond those of Workflow. 

A Process can create records, trigger flows, and submit records for approval. 

Additionally, the “Update Records” option allows the update of both Parent and Child records and is not limited to Master-Detail relationships.  

It is also worth noting that Processes can populate Lookup fields creating new record relationships.

Step 4

After defining the Action Type (in my example, a field update) you must set the appropriate variables.

First the Object must be chosen, and then the field to update and the value to insert. 

The Process Builder gives an option to either set a hardcoded value or to update to the value of another field. 

Note: If updating to the value of another field, the Process Builder will only display fields of the same data type (text fields to populate a text field).

You can add another row to update other fields on the selected object or you can create an additional Action to update fields on another related object.

After defining your actions you’re ready to activate your Process. Any changes you’ll need to make will require you to Clone the Process and make your modifications to the newer version.

Note: It is important to keep in mind the governor limits for Processes.

About the Author

Yona Adler serves the critical role of Salesforce administrator for Plymouth Rock Energy which has a broad implementation of Salesforce to handle pricing, billing, customer service and financial reporting. He is responsible for maintaining Salesforce security/validation to ensure data accuracy and integrity, as well as developing workflow to provide Users with easily accessible relevant information. Yona also serves as a reporting analyst and is involved in the design and development of future functionality.