Salesforce Platform Developer I Certification Guide

Process Builder

Let's summarize what we already know about Process Builder:

• Process Builder is a Salesforce feature to automate actions that need to happen in your business processes.
• It comes with a nice, graphical overview of your automated process while you are creating or updating it.
• Process Builder can carry out the following:
  • Create processes using a graphical interface through point-and-click configuration
  • Execute a chain of actions, based on criteria in one place instead of creating multiple workflow rules
  • Automate simple tasks that you can't do with workflow rules without using code
• It launches when a specified event happens (such as the creation of a record or the updating of a specific field), just like workflow rules would. ...