The Solution To All Your CRM Automations – Salesforce Lightning Process Builder

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Lightning Process Builder - The Solution To All Your Salesforce Automations

One of the most loved features of Salesforce Classic is the Workflow Automation. But with Salesforce Lightning Experience, things have advanced to the next level.

Salesforce Lightning comes packed with a new automation tool called the Lightning Process Builder. Much like Workflow, Salesforce Lightning Process Builder aims at simplifying all business processes with automation. But more quickly and efficiently!

Haven’t set up Salesforce Lightning Experience as yet? Then click here.

In this post, we will discuss what’s new with the Process Builder in Salesforce Lightning. And I’m pretty sure, that once you are done reading it, you won’t be able to contain your excitement.

What is Salesforce Lightning Process Builder?

Salesforce Lightning Process Builder is the new improved Workflow creator in which you can create each process as a virtual flowchart. It is a combination of both workflow rules and approvals. So basically, with it, you will be able to create multiple workflows, run them through different conditions, get the approvals for each, and then subsequently get a single result.

In short, once you configure your Salesforce Lightning Process Builder you will able to:

  • Create and update each process flow with simple point and click
  • Combine multiple workflows in a single process flow
  • Collaborate with your team and create processes
  • Schedule actions to be done automatically on occurrence
  • Call for actions like submitting a record for approval or a publisher action quickly
  • Automate daily tasks without Apex code

Depending upon your Salesforce usage, you can also configure the Process Builder to do a lot more for you.

Do read: How To Build Kickass Salesforce Apps With Lightning App Builder

Impressed? Well then, check out this video on how Lightning Process Builder works:

Features of Salesforce Lightning Process Builder

The Lightning Process Builder comes with a visual designer. With the designer, you can simplify complex processes by combining one or more workflows. So instead of having 5-10 workflows to perform an automation, now you need just one.

The interaction between workflows is yet another interesting feature. You can define different triggers within the Process builder (much like conditional criteria) to perform a particular process. The trigger allows you to set the type of interactions you would prefer with each workflow and in turn, set a series of actions to perform the same.

How to create processes on Lightning process builder?

Now, it’s time for some hands-on experience on the Lightning Process Builder. This Whatfix flow will show you how to start creating your process.

For best experience: Install Whatfix extension -> Click on See Live on the flow below -> To get a walkthrough through each of the steps in Salesforce Lightning.

Why should you use it?

If the above reasons weren’t enough, then here are a few more:

  1. Previously, to automate a process, you would have to write Apex codes. And for that, you need assistance from a developer. The developer would build the process, test it and then deploy it. But with the Lightning Process Builder, you can automate these processes by yourself easily. And all of that can be done, regardless of your coding background.
  2. It gives you the ability to streamline all your processes with conditions. For eg, with the Process Builder, you can set condition for: –
  • Automating the process of records from creation to submission.
  • Onboarding process for new employees
  • Setting notifications for when a task is due.
  • Setting reminders for following up with your leads.
  • Integrating external solutions with your Salesforce process.
  1. The flexible design of the Process Builder allows you to track, maintain and modify  your business processes over the time. So as your business grows, you can modify the existing process to fit a newer strategy.

What do you think about the Lightning process Builder? Tell us in the comments.

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Gokul Suresh

Gokul Suresh

Gokul leads the Inbound, Content and Social Media efforts at Whatfix.

A techie, a marketer and a UX enthusiast, he lovesthinking up creative ideas and experimenting with new tools. He's an expert in inbound marketing and eats CRMs for breakfast, ITSMs for lunch and leftovers from Product Hunt for dinner!

Have anything to say to him? Tweet out to him. He enjoys constructive criticism.
Gokul Suresh
3 Comments
  • Abhishek Dorik
    Posted at 13:41h, 30 November Reply

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    • Gokul Suresh
      Posted at 13:50h, 30 November Reply

      Glad that it was helpful, Abhishek. 🙂

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