Visually Automate Your Business Processes (Beta)

The Process Builder is a new workflow tool that helps you easily automate your business processes by providing a powerful and user-friendly visual representation of your process as you build it. In just a few clicks you can automate business processes and help your organization operate more efficiently.
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.
  • Have multiple colleagues contribute to creating your business processes.
  • Stop using Apex code to automate simple tasks.

Automated processes in the Process Builder consist of criteria that determine when to execute action groups and immediate and time-dependent actions to execute when those criteria are met. Any change that causes a record to match the criteria can automatically trigger the action group.

If you’re familiar with workflow, you can use the Process Builder to perform all of the same actions (with the exception of outbound messages), but with more power and flexibility. Without writing a single line of Apex code, you can:
  • Create a record.
  • Update any related record—not just the record or its parent.
  • Use a quick action (object-specific or global) to create a record, update a record, or log a call.
  • Launch a trigger-ready flow—from immediate and also scheduled actions.
  • Send an email.
  • Post to Chatter.
  • Submit a record for approval.
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 click submit.
  • 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.