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Learning Process Builder

4 min readOct 8, 2015

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This series will help you understand Lightning Process Builder in depth. The Lightning Process Builder is a new workflow tool that helps you easily automate your business processes by providing a powerful and user-friendly visual representation of your process as you build it. One can use the Process Builder to setup complex Workflows (Using click not code) in Salesforce which otherwise required Apex. I have categorized the articles based Process Builder actions

Create a Record

1) Getting Started with Process Builder — Part 1 (Auto Create a record)

2) Getting Started with Process Builder — Part 3 (Clone a record)

3) Getting Started with Process Builder — Part 7 (Auto Create and Activate the Contract )

4) Getting Started with Process Builder — Part 9 (Auto Revenue Splitting in Opportunities)

5) Getting Started with Process Builder — Part 38 (Automatically Create Cases from Unresolved Questions)

Update records

1) Getting Started with Process Builder — Part 2 (Time-dependent actions)

2) Getting Started with Process Builder — Part 4 (Auto update Chatter email settings)

3) Getting Started with Process Builder — Part 6 (Working with related records)

4) Getting Started with Process Builder — Part 14 (Automatically assign Pricebook based on Opportunity Record Type)

5) Getting Started with Process Builder — Part 32 (Define Additional Conditions When Updating Records)

Launch a Flow

1) Getting Started with Process Builder — Part 5 (Launch a Flow)

2) Getting Started with Process Builder — Part 8 (Auto Sync Accepted Quote with Opportunity)

3) Getting Started with Process Builder — Part 10 (Auto forward Records to a Connection)

4) Getting Started with Process Builder — Part 12 (Implement Gamification to Your Salesforce)

5) Getting Started with Process Builder — Part 16 (Creating Custom Record Sharing Logic)

6) Getting Started with Process Builder — Part 17 (Auto Delete System Generated Chatter Post)

7) Getting Started with Process Builder — Part 19 (Automatically Add New User to Public Group or Queue)

8) Getting Started with Process Builder — Part 20 (Add Chatter Followers to Record)

9) Getting Started with Process Builder — Part 22 (Disable Chatter On-boarding Splash Page)

10) Getting Started with Process Builder — Part 26 (Email notification for Completed Tasks)

11) Getting Started with Process Builder — Part 27 (Email notification for Draft Emails in Case Feed)

12) Getting Started with Process Builder — Part 28 (Auto Freeze Users Account)

13) Getting Started with Process Builder — Part 29 (Auto Remove Followers from Questions with best replies)

14) Getting Started with Process Builder — Part 30 (Auto-generate renewal Opportunity with Line Items)

15) Getting Started with Process Builder — Part 34 (Auto delete posts generated from Quick Actions)

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16) Getting Started with Process Builder — Part 35 (Delete Chatter Messages)

17) Getting Started with Process Builder — Part 36 (Delete Chatter Conversation)

18) Getting Started with Process Builder — Part 37 (Auto add Opportunity Team Member to Opportunity follower)

19) Getting Started with Process Builder — Part 39 (Auto assign a topic to a record)

20) Getting Started with Process Builder — Part 41 (Email notification on TopicAssignment)

21) Getting Started with Process Builder — Part 42 (Auto remove a record from Chatter Groups)

22) Getting Started with Process Builder — Part 43 (Auto Assign package license to New user)

23) Getting Started with Process Builder — Part 48 (Conditionally make a field read-only or editable)

Quick Action

1) Getting Started with Process Builder — Part 18 (Use a Quick Action)

2) Getting Started with Process Builder — Part 24 (Automatically Add User to Chatter Group)

Post to Chatter

1) Getting Started with Process Builder — Part 13 (Post to Chatter)

2) Getting Started with Process Builder — Part 47 (@Mention a related user in a Post to Chatter action)

Submit for approval

1) Getting Started with Process Builder — Part 25 (Auto Submit Record into Approval Process)

Send an email

1) Getting Started with Process Builder — Part 23 (Welcome Email to New Users)

General Topics

1) Getting Started with Process Builder — Part 11 (Mass delete Paused and Waiting Interviews)

2) Getting Started with Process Builder — Part 15 (An introduction to version control)

3) Getting Started with Process Builder — Part 21 (Running a Flow in System Mode)

4) Getting Started with Process Builder — Part 40 (Adding a line break in Process Builder formula)

Dynamic Approval Process

1) Getting Started with Process Builder — Part 31 (Dynamic Approval Routing in Salesforce)

Invoke Apex

1) Getting Started with Process Builder — Part 33 (Call an Apex Method from a Process)

Deployment

1) Getting Started with Process Builder — Part 44 (Deploy Using Change Sets)

2) Getting Started with Process Builder — Part45 (Distribute Process Using Packages)

3) Getting Started with Process Builder — Part 46 (Deploy Process Using the Force.com IDE)

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Rakesh Gupta
Rakesh Gupta

Written by Rakesh Gupta

@Salesforce MVP | Author | Blogger at AutomationChampion.com | Navi-Mumbai User Group Leader