What is Salesforce1 Lightning Process Builder?

Kevin Boyle on April 24th 2015

We all know that Salesforce is an innovative company, and they're always improving the Salesforce1 platform. But it seems they've recently picked up the pace with everything that's coming under the Salesforce1 Lightning banner. One of the simplest additions, but one that could have a big impact on your daily workflow, is Salesforce1 Lightning Process Builder.

Process Builder is interesting because it builds on the existing Flow metadata type that we have today but adds a really sweet user interface on top of Flow, making it a breeze to model complex processes without needing to write any code. It provides a visual flowchart you can build on to automate things that you previously needed to write Apex for. If your process is really complicated, you can still call out to Apex for the small part that can’t be modelled visually.

Imagine the following requirement comes in from the business:

When a new account is created, it should be posted to Chatter so the team is aware, and a call should be logged against the account for a salesperson to pick up.

With Process Builder, this kind of workflow is easy to orchestrate.

  1. In Setup, launch Process Builder:

    Where to find Process Builder
  2. Click New:

    Creating a new Flow in Process Builder
  3. Give your process a descriptive name so your fellow admins know what it's for:

    Add a good name to your new Flow
  4. Now we have the visual flowchart designer all ready to design our business process:

    This is what a blank Flow looks like in Process Builder
  5. The first thing we need to pick for our process is which object type the process will act on. In our example, this is Account. We can also add a constraint so the process actions only happen if the account matches certain conditions

    Finally, you can add actions to occur when the account is created or updated. These can do whatever you need by calling out to Apex, but there are many predefined common actions, such as posting to Chatter or logging calls.

    Select the object type you want this flow to process and add some actions
  6. Now that your Flow is configured, click Activate so that Salesforce begins following it.

    Don't forget to activate your Flow

###How do I deploy Process Builder processes?

We want to make sure Gearset Deploy is the easiest way to deploy any Salesforce change you make, and that means we want work with all parts of the Salesforce platform. So, how do I deploy the thing I just created with Process Builder to another organization?

Every deployment in Gearset Deploy begins with choosing the source organization where you've made the change, and the target organization you want to move the change to.

Specifying credentials for Gearset Deploy

When the comparison is finished, you'll see any new, deleted or changed objects. Here, we can see the Flow that Process Builder has created. Gearset Deploy also shows the line-by-line differences for the object so you can make sure it's exactly as you intended.

A Flow created with Process Builder will show up as a change in Gearset Deploy

To deploy this Flow into our target organization, simply check the Deploy box next to it and click Next to review and start the deployment. You can also export a report at this stage to let your team review what you've done.

Sit back and let Gearset Deploy do its thing

Now that the Flow has been deployed, simply go to your target organization and activate it so that it'll start processing.

Process Builder will make it easy to model complex processes without writing code, and we want to make it just as easy to get those Flows into production.

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