Salesforce Process Builder is a fantastic way to automate various complex business processes. It has a simple interface that allows you to point and click to select objects and fields, then set up immediate and time-based (delayed) actions.

As a Lightning Champion, I love Process Builder, and want to teach you what you need to know in one post. I will cover Process Types, Actions, and a quick tour of the tool, before walking through a real business use case, so you can get started right away.

Process Types

The first thing you need to define in Process Builder is the trigger, in other words, how the process should start. Here are your options:

TYPE Process starts when… Use this when…
Record Change A Record is created or edited  Post something on chatter, such as Opportunity Close won with certain amount
Invocable It’s called by another process

 Mira has received a requirement to update Account custom field, Out of Service, to True if an Opportunity Stage is updated to Closed Lost.

To solve this   business requirement. Create a custom field (Out_of_Service__c) data type Checkbox, on account object.(Update Account custom field, Out of Service, to True if an Opportunity is updated to Closed Lost)

Create two processes for this, as follows:

1. The first process (It is invoked by another process) is placed on the Account object to update custom field, Out of Service, to True

2. Another process (A record changes) is placed on the Opportunity object, when an Opportunity Stage is updated to Closed Lost.

Platform Event A Platform event message is received  When Salesforce receives the Printer Status event message (This is an event that happens from an external system) and if ink is low, launch the process that orders more ink and assign technician   to install the new ink cartridge

Actions Available In Process Builder

You can define Salesforce process builder to do a number of things, known as Actions. You will find the list below:

  • Create a record
  • Update any related record
  • Use a quick action to create a record, update a record, or log a call
  • Launch a flow
  • Send an email
  • Send survey invitation
  • Send Custom notification
  • Post to Chatter
  • Submit for approval
  • Call Apex methods

Process Builder Quick Tour

Before we start to create a process, let’s we take a quick tour of Process Builder.

Process Builder Quick Tour

 

  1. Button Bar: lets you manage the process or view the list of all processes.
  2. The Canvas: the main workspace for a process. On the canvas, you define:
  3. The Trigger: choose the Object and specify when to start the Process
  4. One or more criteria nodes: define Criteria for this Action Group (a set of one or more actions this Process will fire, such as Send an Email alert, Send Custom Notification, Post to chatter, etc.)
  5. One or more actions: select and define one or more Actions
  6. Action group: you can choose Immediate Actions, Scheduled Actions, or both.

Build A Process – Post to Chatter Action

Chatter is a great way to boost collaboration in your organization. In this post, I am going to create a Post to Chatter action using the Process Builder.

Business Use Case

I am working as a Salesforce Administrator at Miraforce. I have received a requirement to post Opportunity details to the Miraforce Chatter group whenever an Opportunity gets created with an amount greater than 250,000.

Note: I suggest you create this process in your sandbox first to test it, and then move it to Production.

Step 1: Create a Public Chatter Group

  1. Go to the Groups tab, and click New. Fill in all the necessary information, Name, Descriptions, Information, Access type – Public, then click Save & Next.

Create a Public Chatter Group  

Create a Public Chatter Group

2. Choose to Add Members now or later.

Create a Public Chatter Group

 

Step 2: Create a Process Builder

The next step to create a process on the Opportunity object to the Miraforce Chatter group whenever an Opportunity gets created with an amount greater than 250,000.

1.   Go to Setup, and find Process Builder from the quick find bo

2.   Click the New button, enter Process Name, and then click on the Save button. Follow the screenshot below.

Create a Process Builder

3.     The next step is to add entry criteria. Click on Add Object, select Opportunity object and for the entry criteria, select ‘only when a record is created, as shown in the below screenshot, click on the Save button.
Choose Opportunity Object

Opportunity Critericia

4.    The next step is to add an immediate action to Process. Click on Add Action (underneath ‘Immediate actions’). Select the type of action to create, in our case, select Post to Chatter. After entering the Action Name, find the group you have created in Step 1 by clicking in the ‘Group’ box.

5.   Insert the message you would like to appear on Chatter. You can see I used the ‘merge field’ box to insert the merge field {![Opportunity].Amount}, which will insert the Amount for that specific Opportunity that triggered the process. Follow the screenshot below.

Chatter Group Message

6.   Final step is Click Activate button.

 

Process Builder Activate

 

Result / Testing

Create an opportunity with an amount greater than 250000, then check the Chatter group.

Create an opportunity with an amount greater than 250000, then check the Chatter group.  

Create an opportunity with an amount greater than 250000, then check the Chatter group.

 

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