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https://help.salesforce.com/servlet/servlet.FileDownload?file=015300000035wMDAAY
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I can not explain Process Builder or Flows well enough. Just go to https://rakeshistom.wordpress.com/learning-process-builder/ to see all about it. |
First Impressions
- Can't do one overall Criteria - eg IF this is a particular type of Campaign, then all the other criteria relate to this.
- You have to add that Criteria to each node of the process.
- It takes the whole screen up - you can't quickly get back to other areas of setup. Open it in a new tab.
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- Create a Chatter Post
- Create a Record
- Automate Publisher Actions
- Automate Flows
- Update Records
- Related Records - up the chain
- Related Records - update multiple records below the current record. (but I'm not sure how this would really work in practice).
Things to Know
Processes are just Flows behind the scenes - see Process Builder Behind the Scenes for how you can tell.
Reuse
- You can't re-use field updates, email alerts etc - this may be things that will stop you using Process Builder. https://success.salesforce.com/ideaView?id=08730000000DfNzAAK, https://success.salesforce.com/ideaView?id=08730000000DgFcAAK
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