Chapter 9: Process Builder – Workflow Evolution

With the Spring 2015 platform release, the Salesforce platform released Process Builder to enhance a useful yet old process automation tool that was (and is actually still) widely used among Salesforce devmins, Workflow Rules.

With a process, you could do everything with Workflow Rules (seen in previous chapters), such as executing actions based on triggering conditions on a given Salesforce object instantly or with a time dependency, but with a more appealing and modern UI and many more available action types.

In this chapter, we'll learn about the following topics:

  • How to define and manage Process Builder
  • How to define actions

What is Process Builder?

Process Builder is a modern way to implement ...

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