Skip to main content

How to Guide: Process Builder - Stop! Which tool?

Which tool?

 What is the Trailhead Baby's secret to dominating process builder challenges?  It's simple:
Stop
Think
Click


Before I start clicking, I consider which Salesforce tool is the best fit to solve the challenge.  I'm not - yet - an Apex guru, so coding is not an option.  How do you pick between Process Builder, Flow, Workflow, and Approvals?  





Essentially, process builder offers the most flexibility, and I usually prefer it unless….

  • User interaction is necessary or you need to update a non-related record = use flow. (Or trigger a flow through process builder!  I try to keep my flows as simple as possible.)
  • You need to send an outbound message (not an email alert) = use workflow.
  • Something is being approved = approval process. (duh!)

When in doubt, look for clues.  You may recognize some of these from Superbadges.

  1.  “This approval process...is available whenever the opportunity stage is….”  Approval!
  2. “Create a process named...to automatically create a fulfillment record whenever…” -Process Builder!  Why?  Only Visual Workflow and Process Builder can create a non-task record.  You could use visual workflow- but it would be much more difficult.
  3. When an opportunity is closed/won, create a installation record, prompting the user to choose an installation date. -Visual Workflow! Why?  User interaction is needed and a non-related record must be created.

    Next...Make a plan!

Comments

Post a Comment

Popular posts from this blog

Service Cloud Specialist Superbadge - 4,5,6,7

Part of doing the Service Cloud Specialist superbadge is trying new things, so I am putting up picture of new things that I've tried recently.  One of my favorite new things this week was taking a shower with my whole block collection.  Mom put me in the shower, and I sneaked out to grab the block bin and dumped it in.  I'm concerned to share photos because of the slight nudity, however, I can assure you that it was a glorious adventure.  Instead, I'll share my favorite Saturday new thing- walking to the coffee shop for a sprinkle donut!  Back to the superbadge... Challenge 4 Case Routing If you haven't taken the Onmi Channel module yet, now is a good time! I kept that particular module open one on screen while I walked through this step.  It is hard to give many hints about this step without giving away too many details - so - the best advice is to read through the challenge and label each step with the corresponding Salesforce term.  (IE - "The channel, Sto
177 comments
Read more

Service Cloud Specialist Superbadge - 1,2,3

A confession - I know next to nothing about service cloud.  While I was excited that a new superbadge was available, it made me a little nervous that I had to do all of the prerequisites and tackle new things like macros.  New things - new year - let's get started! (Right after I finish guitar practice) If you are also a service cloud novice, the Omni-Channel Basics is a crucial prerequisite even though it is not officially required. Challenge 1 App Appearance  This, like all superbadges, requires a careful read through the instructions prior to any clicking.  I found it helpful to take a separate notebook and write down the steps that I would need for each challenge step - for example -  My rough notes for challenge 1: Create 2 profiles  Tweak service Console 3 new items on utility bar Allow access for new profiles Create User  Beware - After editing the service console, you might have to edit the new profiles.  I found it necessary to click "edit&quo
130 comments
Read more

Business Administration Specialist Superbadge- 3 & 4

This afternoon, I added a genius wig in an attempt to look a little older and more experienced.  The free lemonade offer worked!  I made two dollars today!  A huge thank you to Jocelyn Fennewald , Salesforce MVP, for pointing out the "remove all columns" option within the report creator.  When you start a create a new report, simply click to start with a clean screen.  If you are familiar with report and dashboards, this challenge should only take 30 or so minutes to complete.  Below are tips and gotchas for each report / dashboard.  If you need more help, leave a comment! Reports Accounts by Market To create the "Market" row grouping, use a bucket field. Make sure that the correct date range is selected. High Value Residential  This report includes: 1 filter, 1 grouping, and 1 summarized field.  Rated Accounts by State The record count for state and account rating are automatically added. Note the filter.  Open Support Cases You ma
122 comments
Read more