Salesforce Process Builder… Are you using it?

When I first started as an Administrator in Salesforce (and even now 7 years later) workflow rules continuously tripped me up and proved difficult. When Salesforce introduced the Lightning Process Builder in 2014 I did not give it much thought since it wasn’t going to solve any problems I had at the time they mentioned it. Of course once I stepped into my current position in January 2015 I started learning more about what Salesforce is really capable of at an accelerated rate than I had the previous 5 years. When Lightning Process Builder became available in our Sandbox as a Beta test I was skeptical about whether we should begin using it.

By the time Process Builder was available in Production we were impatient and eager to use it. Process Builder takes complicated single workflows and combines them and simplifies their flow. The whole layout is clean and reads just like a flow chart where you write out the process flow starting with the target object and defining the initial criteria. The Process Builder allows an Administrator to create a configuration that would have originally required a Developer and knowledge of Apex. Salesforce is now on a mission to encourage point and click automation over code configuration. They want their customers to be able get jump in and be able to work smart and efficiently without having to be bogged down with code writing and complicated customization.

By introducing Process Builder as the first part into the Lightning Platform they opened the way for Administrators to be able to better refine business procedure using fewer processes than multiple individual workflows that may have needed complicated Apex code written by a specialized Developer. Process Builder is so easy and clean I activated nearly 5 processes the same day the tool was released from Beta testing and launched live. Since then there have been 3 releases that have all included upgrades and improvements to an already simple tool.

When I attended Dreamforce this past year I was stunned to find so many Administrators, Developers and Customers who were hesitant to use it. I encouraged anyone I met that was not already using it to test it and demo it. Process builder is one simple tool that can streamline an entire Business. What is the harm in using an easy, user friendly point and click automated tool? So if you are asking whether or not you should use Salesforce Process Builder to automate business functionality and flow within your platform the answer is as simple as the tool itself. Of course you should use it!

 

Related Articles:

http://www.runconsultants.com/blog/comparing-salesforce-workflows-to-lightning-process-builder/

http://developerforce.github.io/lightning-process-builder-tutorial/

https://help.salesforce.com/HTViewHelpDoc?id=process_overview.htm

https://developer.salesforce.com/page/Lightning_Process_Builder

https://developer.salesforce.com/trailhead/en/business_process_automation/process_builder

https://help.salesforce.com/apex/HTViewHelpDoc?id=process_limits.htm&language=en_US

http://brainiate.blogspot.com/2015/05/unleashing-power-of-salesforce.html?utm_content=buffer1744e&utm_medium=social&utm_source=plus.google.com&utm_campaign=buffer

 

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2 thoughts on “Salesforce Process Builder… Are you using it?

  1. I totally agree, Rachel. PB is one of the most under-appreciated things inside Salesforce.

    You might want to add this to your list of important links: my musical tribute to Process Builder.

    All humor aside, one issue was that it didn’t handle bulkification by well in the first release. By the time that got fixed, many people who had taken a look had decided it wasn’t useful, and getting people to try something a second time is always harder than the first.

    1. I agree unfortunately majority of users lack patience. Most people believe a new tool should be perfect upon release. Salesforce has done a great job of upgrading and making fixes to PB since it was released from beta.

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