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.
Good Things
- Create a Chatter Post
- Create Related Records
- Automate Chatter Actions
- Automate Flows
Issues
- Can't post to chatter on the related record IF Feed Tracking is not enabled on this record.
- Can't post to the feed of a related record. See https://success.salesforce.com/ideaView?id=08730000000DftMAAS
- Can't @ mention a user (eg Owner). See https://success.salesforce.com/ideaView?id=08730000000DfbNAAS
- OMG, can't use some major formulas in Process Builder.
"If a formula in a process uses any of the following functions, the formula will return null.
• IMAGE
• INCLUDES
• ISNEW
• ISPICKVAL" Formulas can only be 3000 characters, which is way less than even regular formulas, and usually the trick is to use Workflows to deal with larger formulas - back to workflows for this one.
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