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Salesforce Platform App Builder Certification Handbook by Siddhesh Kabe

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Automating business processes using Process Builder

Process Builder is a tool that helps us automate business processes in an easy-to-use visual editor. We can set the criteria for which the process will run, and if triggered, which actions will be performed immediately. We can also add a time-trigger for the actions.

In this section, we will create a process for the following requirements.

Library Management wants to send an e-mail to a member who has borrowed a book or CD. They would like to highlight the name of the borrowed item and the date of return.

To open the Process Builder, perform the following steps:

  1. Go to Setup, enter Process Builder in the Quick Find box, click on Process Builder, and then click on New.
  2. Name the process Book_Return_reminder ...

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