Thursday, January 22, 2015

The New Salesforce Lighting Process Builder is a Game Changer

One of the best and most anticipated features coming in the Salesforce Spring ’15 release is the new Lightning Process Builder. The process builder is a new workflow tool that helps you easily automate your business processes and helps your organization operate more efficiently with just a few clicks.

The process builder has many more options for action types that are not available with traditional workflow rules, likely reducing the amount of Apex code needed. These new actions include:

· Create a Record

· Update Records (any related record)

· Quick Actions (such as logging a call)

· Submit for Approval

· Post to Chatter

· Apex and Flows (immediate or scheduled actions)


It takes less time with the new process builder to create complex automated processes without code in an easy point-and-click interface. It also gives administrators the ability to create this functionality instead of a relying on a developer.


Another benefit is the consolidated chain of criteria and action view. Instead of manually reviewing a long list of workflow rules to see all the actions and criteria, you can now visualize the chain of criteria order and actions in one view. This makes updating and creating new workflows and actions much easier.


It will be really easy to build such use cases as submitting an opportunity for approval when it hits a certain stage, create a quote or order when an opportunity is qualified or won, post a high-five Chatter message when a large deal is won.

You can find more details of this new feature here.