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 a Record
- Automate Publisher Actions
- Automate Flows
Things to Know
Reuse
Object
- You can't change the object that the Process runs from after you create the process.
Emails
- You can use only email alerts that are associated with the same object that the process is associated with. The record that started the process is used as the starting point for any merge fields that are used in the email alert
Issues
Lots of known issues https://success.salesforce.com/issues_index?tag=Process%20Builder
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
Emails
Chatter
Formulas
- 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.
Auditing