The process builder tool helps in automating business processes. for instance , all that goes into a record when a courier delivery is completed. This automation involves creating the subsequent three steps −
• Select an Object to start out the method .
• Add criteria to the thing to permit the beginning of the method .
• Add action to the criterial to trigger the execution of the method .
Let us now create a sample process which can add a record when the courier delivery is completed.

Add object to start out the method

Go to the link Setup home → Platfrom Tools → Process Automation → Process Builder. Click New .Upon clicking New, the subsequent window appears which asks for name of the method and outline . We fill within the details as shown and click on Save.

Automate Business Processes in Salesforce

Next we get a process automation window. Click new attend subsequent step. And choose the thing delivery schedule as shown below. Click Save.

Add Criteria

Click on the Add Criteria button within the canvas to feature a condition for the method to be allowed to execute. Here we elect the delivery date because the filed which when updated will trigger the method . Click save to save lots of the standards .

Add Action

Next, we add action to trigger the beginning of the method when the condition is met.

With this setup, when a courier delivery is completed we are ready to create a record to trace the completion of the delivery.
So, this brings us to the end of blog. This Tecklearn ‘Automate Business Processes in Salesforce’ blog helps you with commonly asked questions if you are looking out for a job in Salesforce. If you wish to learn Salesforce and build a career in Salesforce domain, then check out our interactive, Salesforce Certification Training: Admin 201 and App Builder, that comes with 24*7 support to guide you throughout your learning period. Please find the link for course details:
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About Preparation of Salesforce 201 and App Builder Certification exams

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