The Process Builder is a new
workflow tool that helps you easily automate your business processes by
providing a powerful and user-friendly visual representation of your process as
you build it.
• Create your processes using a
convenient visual layout with point-and-click efficiency.
•
Create your whole process in one place
rather than using multiple workflow rules.
•
Have multiple colleagues contribute to
creating your business processes.
•
Stop using Apex code to automate simple tasks.
Automated processes in the Process
Builder consist of criteria that determine when to execute action groups and
immediate and scheduled actions to execute when those criteria are met. Any
change that causes a record to match the criteria can automatically trigger the action group.
You can use Process Builder to
perform all of the same actions like workflow
(with the exception of outbound messages)
Ø Create a record.
Ø Update fields on any related record—not just the record or its parent.
Ø Launch a trigger-ready flow—as an immediate or a scheduled action.
Ø Send an email.
Ø Post to Chatter.
Ø Submit for approval.
What is Process Builder ?
Process Builder is next generation Workflow or advance workflow automation tool, with more graphical UI and like flowchat for condition and actions. So process builder is a combination of both workflow rule and flow.
What is new in Process Builder then Workflow ?
Using workflow we are limited to field update, email alerts, task or outbound messages , but through process builder we can no - post to chatter, submit a record for approval, trigger a headless flow, call a publisher action and even create record through point and click.
Why we used Process Builder?
All those new actions mentioned above required writing Apex code without Process Builder, which is time taking, required test class, deploy and maintenance.
This of all those use cases to which we can do with process builder without Apex code - Automatically submit a record for approval when they hit the criteria, Create an order or an asset when an Opportunity is closed, post a congratulation message to chatter for big win, Updating a lookup field, Creating a record based on another record.
Cons of Process Builder ?
What and all we have discussed above are the pros of Process builder, but its required to know the disadvantages of Process Builder too and things which we feel need approving.
Ø Create a record.
Ø Update fields on any related record—not just the record or its parent.
Ø Launch a trigger-ready flow—as an immediate or a scheduled action.
Ø Send an email.
Ø Post to Chatter.
Ø Submit for approval.
What is Process Builder ?
Process Builder is next generation Workflow or advance workflow automation tool, with more graphical UI and like flowchat for condition and actions. So process builder is a combination of both workflow rule and flow.
What is new in Process Builder then Workflow ?
Using workflow we are limited to field update, email alerts, task or outbound messages , but through process builder we can no - post to chatter, submit a record for approval, trigger a headless flow, call a publisher action and even create record through point and click.
Why we used Process Builder?
All those new actions mentioned above required writing Apex code without Process Builder, which is time taking, required test class, deploy and maintenance.
This of all those use cases to which we can do with process builder without Apex code - Automatically submit a record for approval when they hit the criteria, Create an order or an asset when an Opportunity is closed, post a congratulation message to chatter for big win, Updating a lookup field, Creating a record based on another record.
Cons of Process Builder ?
What and all we have discussed above are the pros of Process builder, but its required to know the disadvantages of Process Builder too and things which we feel need approving.
- Error Handling - is very much same way as with Flow, which is to say it's barely done at all. If something goes wrong we are getting a very generic like -'Failed to Trigger Flow', we should get at-least some clue on debug log console.
- Editing Process Builder - Active Process Builder, If you want to make some changes in logic, you have to deactivate the process, save it as a new one, make the changes and then activate the new version.
- Monitoring - We can't monitor the pending schedule action anywhere. In classic workflow, you can go into Time-Based Workflow in Setup to see what actions are scheduled to happen when.
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