#LevelUp Your Salesforce Automation with Process Builder - Now It Matters
- Jodie Miners
nowitmatters.com/levelup-sale…
#LevelUp with Process Builder In a world led by technology, automation is key to saving time and creating user-friendly processes. Process Builder is a powerful tool that delivers automation in Salesforce and was specifically created to help you overcome the anxiety of and processes of automation. Technology recognized best practices ensure you are maximizing opportunities with Process Builder, thus eliminating error messages and emails. The five best practices noted below will help ensure you make the most out of automating with Process Builder. Tips & Tricks If you’re referencing related objects, make sure they exist. When using information from fields in a related object to populate a new record, update an existing record, or set a variable in a flow. It’s important to ensure the relationship exists before pulling information from the related record. For example, if you want to update an Opportunity/Donation’s Close Date to match the End Date of the Campaign it’s related to, you need to build and activate a Process Builder. If an Opportunity gets created without a Campaign, however, then a “Flow Trigger” error will occur. To avoid the error, ensure the Opportunity is related to a Campaign (see example below): When evaluating formula versus using criteria simply add the following criteria in the formula: NOT(ISNULL([Opportunity].CampaignId ) ) Including this additional criteria will prevent the Process Builder from looking for information that is not available. Use Set Conditions instead of formula criteria. The old Salesforce adage of “clicks over code” applies here as well. The Set Conditions in Process Builder can do a lot more than what you may be used to with Workflow rules. For example, not only are the Set Conditions easier to read, but the validity is …