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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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