Salesforce Process Builder
Process Builder is an easy to use tool that lets you quickly automate if/then business processes and see a graphical representation of your process. Better Partners has loads of experience with this tool. Learn more about this topic below in the following blog posts.
At Dreamforce 2016, Better Partners’ VP of Delivery and Operation, Brian Kwong, presented on when to use the various automation tools available in Salesforce. This is becoming a more important topic as Salesforce automation tools are becoming more robust, admin-friendly, and often working with each other. There are three primary automation tools in Salesforce: Process…
Our last post introduced the new Salesforce Lightning Editions. This post we’ll do a deeper look at Process Builder, bringing automation to Professional Edition. A quick recap of the changes to Professional Edition. Lightning Professional Edition Single Salesforce Console App Process Builder (5 Process per org) Custom Profiles & Page Layouts (2 profiles) 3 Record…
Back in February 2016, Salesforce announced changes in their edition pricing. In addition to announcing their prices increasing by 15% to 20%, new features are being added to each edition. These new additions have been branded as “Lightning Editions.” This does not mean you are required to use the new Lightning Experience UI. A Lightning…
The Lightning Process Builder is a Salesforce automation tool. For users who are familiar with Workflow Rules, the this tool is the next generation. Similarly to workflow rules, it allows automatic action to take place when a user creates or edits a record based on defined criteria. Unlike Workflow rules, you can “nest” multiple sets…
Brian Kwong, our VP of Delivery & Operations, presented at the Salesforce World Tour in Chicago Thursday. He introduced two use cases for combining Visual Workflow and the new Lightning Process Builder. Due to the time limitations, he was unable to provide a detailed look at how each of the Processes and Flows were built….