Salesforce Process Builder & Flow Builder

About Salesforce Process Builder & Flow Builder

Introduction: Process Builder is a workflow tool that helps automate business processes without writing a single line of code. For example, imagine that a company you do business with (which we call an Account in Salesforce), changes its location. You'd want a way to automatically update the business address of all the people that work at that company (your Contacts).

In this Quick Start, you'll do exactly that: create a new process that updates Contact records whenever the Account billing address changes. As you'll see, it's quite easy, and doesn't require a shred of code.

Get Started with Process Builder: Process Builder is a point-and-click tool that lets you easily automate if/then business processes and see a graphical representation of your process as you build.

Process Builder

Use Process Builder when you need to start a behind-the-scenes business process automatically. Processes can start when:

A record is created

A record is updated

A platform event occurs

What can you do with Salesforce Anywhere actions? Consider these possibilities:

Embed real-time document information inside Salesforce, so your teams can easily create, discuss, and execute on Account Plans, Opportunity Notes, and more.

Deploy Salesforce Anywhere templates based on specific actions taken in their connected Salesforce records.

Use embedded Salesforce Anywhere docs with live Salesforce data and embedded chats and conversation.

Stop copy/pasting data or making decisions based on stale data.

After completing this unit, you’ll be able to:

Understand how to use Process Builder to create organized workflows and automatically share documents and information.

Explain how to use standard Salesforce Anywhere actions to add Salesforce Anywhere documents, spreadsheets, slides, chatrooms, and notifications into Salesforce instances.