Tuesday 24 March 2015

Process Builder With Email Alerts (Spring 15)

Just got a chance of working with Process builder, amazing stuff, covering everything that a workflow can do as well more than that, you can create records or you can call your Apex class to perform you custom logic.

It is fast, easy to use and awesome look and feel. I am assuring you once you start using it, you will stop using workflow.

So I am going to start an easy use of Process Builder with Email Alerts

1. First of All go to workflow & Approval section and click on Process Builder

2. Click "New" button in right corner.

3. Write the name of the process and Description

4. Here is the way process builder shows the logic in the way of a flow diagram, too easy to understand.

5. Click on the Add Object down to Start box, there is a picklist of all the objects and click "Save"

6. Select Field of the selected Object from the picklist for the criteria and click "Save"

7. Now you have selected the Object, now click on the Add Criteria to add criteria same as workflow you can use formula as well, I tried that one and that is also easy to create.

8. Now you are done with criteria, it is highlighted, time to add the action, click on action.

9. While adding the action I was amazed to see when there was an Option of Apex Class + Update Record + Insert Record, none of these you can do in workflow that is best property of the Process Builder. I choosed Email Alert, for Email Alert you need to have an Email Alert on the Object that you are using, their is auto complete on the last text box, which will show the related Email Alerts, as in below snapshot

10. Now you are done, isn't that quick and easy, now in the right corner of the screen there is Activate button, click on it, and you will get confirmation like below. Click OK now you have created you first workflow using Process Builder.

11. Click on "View All Process" to see the process.

Few thing need to take care of :

1. You cannot delete a process builder data, if it is Active, you need to Deactivate it and wait to 12 hours to delete it.
2. You cannot modify it again, you need to clone it and re-create ( I don't know why this restriction, I tried to modify but didn't succeeded).

Try it now, May the force.com be with you!!

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