Visually Automate Your Business Processes (Generally Available)

Now generally available, the Lightning Process Builder is a workflow tool that helps you easily automate everything from daily tasks, like follow-up emails, to more complex processes, like order renewals and new-hire onboarding. In just a few clicks you can automate business processes and help your organization operate more efficiently.
Available in: Enterprise, Performance, Unlimited, and Developer Editions

Note

Note

The Process Builder is not available in the Spring ’15 pre-release program.

The Process Builder’s simple and powerful design allows you to:
  • Create your processes by using a convenient visual layout with point-and-click efficiency
  • Create your whole process in one place rather than using multiple workflow rules
  • Create processes by collaborating with different teams in your business
  • Stop using Apex code to automate simple tasks
You can use the more powerful and flexible Process Builder to perform the same actions as workflow. The Process Builder doesn't have a specific outbound message action, but you can create and fully customize your outbound messages using Process Builder's new “Call Apex” action. With the Process Builder, you can:
  • Create a record
  • Update any related record—not just the record or its parent
  • Use a quick action to create a record, update a record, or log a call
  • Trigger an autolaunched flow—from immediate and also scheduled actions
  • Send an email
  • Post to Chatter
  • Submit a record for approval
If you need your process to do more than what those actions allow, don’t worry. You can also call Apex from a process.
Process Builder user interface
With the Process Builder, it’s easy to get started creating automated business processes. For example, you can create automated processes that:
  • Update all the mailing addresses on all child contacts when a billing address is changed on an account.
  • Submit a record for approval without requiring users to submit manually.
  • Create records and notifications based on stages of an opportunity and schedule follow-up tasks that execute based on changes to records.
  • Create an order record with the data in the opportunity and associated account when the opportunity stage changes to closed and won.
  • Send an email reminder to the account team if a high-value opportunity is still open ten days before the specified close date.