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Process Builder

Process Builder

Documentation

https://help.salesforce.com/servlet/servlet.FileDownload?file=015300000035wMDAAY

Just go to Rakesh Gupta's website

 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.

 

Overall Issues

  • 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. 

UI

  • It takes the whole screen up - you can't quickly get back to other areas of setup. Open it in a new tab. 
  • You can't open multiple processes in a new tab from the main process builder screen - this is because the click event on the process builder heading is javascript code, and not a hyperlink. This is annoying. But get used to it, the whole of the new Lightning Experience is this way. (Well, apparently they are fixing this with the main Lightning Experience, but I have not heard for sure about Process Builder). 
  • You can't hyperlink to an individual process. This is completely shit for documentation. I have a document that outlines every single email that goes out and what triggers it. I can not specifically link to the process