Process Builders in Salesforce | EXPLAINED | Salesforce Makes Sense

Video Description

I have created this lecture on Process Builders so that you know how it works before it retires, lol. Jokes apart, In this video, we will walk you through the basics of Process Builders, including how to set up a process, create criteria and actions, and troubleshoot any issues you may encounter. We will also show you real-life examples of how Process Builders have been used to improve efficiency and productivity in various organizations. Whether you are new to Process Builders or an experienced user, this video will provide you with valuable insights and tips for maximizing the benefits of this powerful Salesforce tool. So sit back, relax, and let's get started! If you want to continue learning Salesforce (for free), Subscribe Salesforce Makes Sense here https://www.youtube.com/channel/UCl-w-QIXwzSdbIDtpIXclcQ To ensure a smooth learning experience, I have curated playlists that will help you prepare for interviews, train on specific domains and boost your Salesforce journey. 30 Scenario Based Questions: https://youtube.com/playlist?list=PLEKSN4V4WEnIUhgsvAGkT2MZ2JbJtb2KQ The Complete Administrator Course https://youtube.com/playlist?list=PLEKSN4V4WEnLk4FUYHkfUlNbRynwz5cU4 Learn Salesforce in Bytes - Short videos on Salesforce features https://youtube.com/playlist?list=PLEKSN4V4WEnIxdPKa-ZqtWelq65CdR3wH Learn Salesforce With Me - Topic based Explanatory Videos https://youtube.com/playlist?list=PLEKSN4V4WEnLnoTxyKUy6mFcBwSnKDa6q 65 Salesforce Interview Questions: https://youtube.com/playlist?list=PLEKSN4V4WEnK93qW9rEQPCM6kLFl99k5u 100 Salesforce Interview Questions: https://youtube.com/playlist?list=PLEKSN4V4WEnLYWAAIidiDkbGimVFEqOK1 If you would like to acknowledge my efforts and want me to continue training and mentoring, you can support me here. https://www.buymeacoffee.com/HimanshuM For any kind of questions, training & mentorship, queries & concerns, Feel free to drop a mail at [email protected] #processbuilder #processautomation #salesforceflows That’s all from this video. See you in the next video. Till then, breathe long and keep learning :) TIMESTAMPS: 00:00:14 Tools for automation 00:00:37 What do process builders do? 00:01:12 Process builders 00:01:25 Workflows versus process builder 00:01:37 Why process builder over workflows? 00:03:16 What can be done with process builders? 00:04:35 Process builder basics 00:05:45 The process builder screen 00:07:21 Platform events 00:08:43 Process builder UI 00:11:58 Actions available 00:13:07 Version control 00:17:54 Use cases 00:18:48 Create a record 00:19:11 Process builder trigger object 00:19:45 When should the process start? 00:20:44 Recursion 00:20:50 Order of execution 00:22:48 Operators 00:23:01 Type options 00:33:23 Email template 00:34:50 Process builder and create a new process builder 00:36:05 Email alert 00:36:26 Create a new email alert 00:38:26 Create a contact 00:40:05 Send out a custom notification 00:41:22 Create a custom notification type 00:41:32 Notification builder 00:42:41 Criteria 00:44:10 Notification type 00:44:40 Merge field 00:45:19 The target object 00:50:07 Posting to Chatter 00:52:14 Post to Chatter 00:53:59 Update records 00:57:28 Submit the record for approval 00:58:00 Create an approval process 00:58:07 Approval process overview 01:00:31 Automatic approval routing 01:00:53 Record assignment template 01:01:53 Approval assignment history information 01:03:29 Submit for approval button 01:04:47 Initial submission 01:05:20 Recall actions 01:07:47 Approval step 01:08:31 Process builder advanced features 01:12:12 Flows 01:12:39 Screen flow 01:15:11 Launch a flow from a process builder 01:17:15 Create an auto-launch flow 01:21:34 Flow variables 01:22:14 Due dates and status 01:23:16 Entry criteria 01:27:18 Writing an Apex class and calling it from the process builder 01:35:57 Developer console 01:45:38 Attach a document 01:46:06 Upload a file