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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
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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Lots of known issues https://success.salesforce.com/issues_index?tag=Process%20Builder
Updates
- Can't save it even as a new Version of the process - you have to save it as a completely new process.
- It doesn't even remind you what you had previously saved it as - this could get hugely cumbersome.
Fields
- Can't use formulas for creating field values. Options:
- Create the formulas in other fields
- Use Publisher Actions
- Use Flow Triggers.
Using the fields selector has a few issues
- Can't search on the fields
- You have to scroll down to see the whole fields list
- Clicking on the name of a field with a related list just selects the field - you have to click on the arrow.
Emails
- NOTE: You are NOT searching for email templates, you are searching for email alerts already created in the Workflows area.
- Email search only searches on the API name of the email alert.
- Can't send emails from org wide addresses - now you would probably want to do this for about 99% of your emails https://success.salesforce.com/issues_view?id=a1p30000000T5cTAAS. (However, I can create a process and add one of these emails to it, but have not tried to activate it or test it yet).
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