Process Builder- Why does it matter? | QR Solutions Pvt Ltd

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PROCESS
BUILDER
www. q rsol uti ons. i n
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Introduction
Process Builder is a combination of Flow and
Workflow rules. In other words, we can say that
its the next level of Workflow rule that allows
us to automate your business process by creating
Processes with point-and-click more than workflow
without writing a single line of code.
Scenario
Arun is doing business with a company (which we
call an Account in Salesforce), which changes its
location. Arun wants a way to automatically
update the business address of all the people
that work at that company (your Contacts).
Why do we need to use Process builder?
In workflow rule only have 4 actions and process
builder have 9 actions, by using workflow we
cannot create a child record, Post to Chatter or
Auto submit record in the Approval process so for
doing this kind of action we need to use process
builder. Process builder Salesforce uses are
greater when it comes automation.
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Types of processes
Process Builder supports three types of processes
for your automation needs. The type determines
what triggers the process. A record change
process starts when a record is created or
updated. An event process starts when a platform
event message is received. An invocable process
starts when something else, like another process,
invokes it.
Each process consists of
Criteria that determine when to execute an action
group. Action groups, which consist of immediate
or scheduled actions. Only record change
processes support scheduled actions.
Actions
Apex Create a Record Email Alerts Flows Post to
Chatter Processes Quick Actions Submit for
Approval Update Records
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Process Builder vs. Workflow
Create a record of any object type Update any
related recordnot just the record or its
parent Use a quick action to create a record,
update a record, or log a call Invoke a process
from another process Launch a flowyou cant
schedule this action with workflow Send an
email Send a custom notification Post to
Chatter Submit a record for approval
Process Limits
When building processes, keep shared limits and
Apex governor limits in mind. In addition, a p
rocesss API name must be unique across all
processes and flows in your org.
Process Usage-Based Entitlements
Like feature licenses, usage-based entitlements
dont limit what you can do in Salesforce they
add to your functionality. If your usage exceeds
the allowance, Salesforce will contact you to
discuss additions to your contract. In the
meantime, your processes continue to run as
usual.
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When Do Processes Evaluate Record Changes?
Processes start automatically and are invisible
to the user. Before you design or activate a
process, understand which changes trigger
processes. Create a New Process on the Account
Object Create a process and then select the
object on which the process runs. Also make sure
the process kicks off whenever a record is
edited, because were going to change the
business address in a moment.
Process
From Setup, enter Builder in the Quick Find box,
and select Process Builder. Click New. For
Process Name, type Contact address change. For
The process starts when, select A record changes,
and click Save. Click Add Object. In the right
window, select Account from the Object drop-down
list. For Start the process select when a record
is created or edited. Click Save.
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Q1. What is Mixed DML Operation and how to solve
Mixed DML Operation Error in Process Builder in
Salesforce?
If any user wants to perform DML operation on
setup and non-setup object in the same
transaction then there is a chance of generating
Mixed DML Operation error. Example ABC
company give a requirement to their employees, if
any employee joins our company then we will
create a user in user object and as well as we
will auto create a sick leave, casual leave, earn
leave in there leave balance object which is a
custom object. If an employee will perform this
scenario then an employee will get Mixed DML
Operation error. Solution As we know we can
not use DML operation on the setup and non-setup
object in the same transaction then we have to
separate it by time dependent trigger.
Q2. What are the things which we can not do with
process builder in Salesforce?

1. Deleting Records (Alternative Flows/Apex Trigger
   )
2. Outbound Message (Alternative Workflow/Apex
   Trigger)
3. Cloning a record (Alternative Apex Trigger)
4. Updating unrelated records (Alternative
   Flows/Apex Trigger)

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Q3. What kind of related records can we update
using process builder in Salesforce?
Parent Records (Master or Lookup) Child Records
(Master or Lookup)
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Thank You
91 9884494840 sales_at_qrsolutions.in
www.qrsolutions.in