Process Builder- Why does it matter? | QR Solutions Pvt Ltd

1. PROCESS BUILDER www.qrsolutions.in

2. Introduction Process Builder is a combination of Flow and Workflow rules. In other words, we can say that it’s the next level of Workflow rule that allows us to automate your business process by creating Processes with point-and-click more than workflow without writing a single line of code. Scenario Arun is doing business with a company (which we call an Account in Salesforce), which changes its location. Arun wants a way to automatically update the business address of all the people that work at that company (your Contacts). Why do we need to use Process builder? In workflow rule only have 4 actions and process builder have 9 actions, by using workflow we cannot create a child record, Post to Chatter or Auto submit record in the Approval process so for doing this kind of action we need to use process builder. Process builder Salesforce uses are greater when it comes automation.

3. Types of processes Process Builder supports three types of processes for your automation needs. The type determines what triggers the process. A record change process starts when a record is created or updated. An event process starts when a platform event message is received. An invocable process starts when something else, like another process, invokes it. Each process consists of: Criteria that determine when to execute an action group. Action groups, which consist of immediate or scheduled actions. Only record change processes support scheduled actions. Actions Apex Create a Record Email Alerts Flows Post to Chatter Processes Quick Actions Submit for Approval Update Records

4. Process Builder vs. Workflow Create a record of any object type Update any related record—not just the record or its parent Use a quick action to create a record, update a record, or log a call Invoke a process from another process Launch a flow—you can’t schedule this action with workflow Send an email Send a custom notification Post to Chatter Submit a record for approval Process Limits When building processes, keep shared limits and Apex governor limits in mind. In addition, a process’s API name must be unique across all processes and flows in your org. Process Usage-Based Entitlements Like feature licenses, usage-based entitlements don’t limit what you can do in Salesforce; they add to your functionality. If your usage exceeds the allowance, Salesforce will contact you to discuss additions to your contract. In the meantime, your processes continue to run as usual.

5. When Do Processes Evaluate Record Changes? Processes start automatically and are invisible to the user. Before you design or activate a process, understand which changes trigger processes. Create a New Process on the Account Object Create a process and then select the object on which the process runs. Also make sure the process kicks off whenever a record is edited, because we’re going to change the business address in a moment. Process From Setup, enter Builder in the Quick Find box, and select Process Builder. Click New. For Process Name, type Contact address change. For The process starts when, select A record changes, and click Save. Click + Add Object. In the right window, select Account from the Object drop-down list. For Start the process select when a record is created or edited. Click Save.

6. Q1. What is Mixed DML Operation and how to solve Mixed DML Operation Error in Process Builder in Salesforce? If any user wants to perform DML operation on setup and non-setup object in the same transaction then there is a chance of generating “Mixed DML Operation” error. Example: ABC company give a requirement to their employees, if any employee joins our company then we will create a user in user object and as well as we will auto create a sick leave, casual leave, earn leave in there leave balance object which is a custom object. If an employee will perform this scenario then an employee will get Mixed DML Operation error. Solution: As we know we can not use DML operation on the setup and non-setup object in the same transaction then we have to separate it by time dependent trigger. Q2. What are the things which we can not do with process builder in Salesforce? 1. 2. 3. 4. Deleting Records (Alternative: Flows/Apex Trigger ) Outbound Message (Alternative: Workflow/Apex Trigger) Cloning a record (Alternative: Apex Trigger) Updating unrelated records (Alternative: Flows/Apex Trigger)

7. Q3. What kind of related records can we update using process builder in Salesforce? Parent Records (Master or Lookup) Child Records (Master or Lookup)

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