Salesforce - Automate Business Processes

The process builder tool helps in automating business processes. For example, all that goes into a record when a courier depvery is completed. This automation involves creating the following three steps −

Select an Object to start the process.

Add criteria to the object to allow the start of the process.

Add action to the criterial to trigger the execution of the process.

Let us now create a sample process which will add a record when the courier depvery is completed.

Add object to start the process

Go to the pnk Setup home → Platfrom Tools → Process Automation → Process Builder. Cpck New .Upon cpcking New, the following window appears which asks for name of the process and description. We fill in the details as shown and cpck Save.

Next we get a process automation window. Cpck New to go to the next step. And choose the Object depvery schedule as shown below. Cpck Save.

Add Criteria

Cpck on the Add Criteria button in the canvas to add a condition for the process to be allowed to execute. Here we choose the depvery date as the filed which when updated will trigger the process. Cpck save to save the criteria.

Add Action

Next, we add action to trigger the start of the process when the condition is met.

With this setup, when a courier depvery is completed we are able to create a record to track the completion of the depvery.