{"id":1456,"date":"2015-11-27T13:04:01","date_gmt":"2015-11-27T13:04:01","guid":{"rendered":"http:\/\/www.greytrix.com\/blogs\/salesforce\/?p=1456"},"modified":"2025-06-20T05:16:01","modified_gmt":"2025-06-20T05:16:01","slug":"map-your-business-process-in-salesforce","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/salesforce\/2015\/11\/27\/map-your-business-process-in-salesforce\/","title":{"rendered":"Map your Business Process in Salesforce"},"content":{"rendered":"\n

While working with one of our recruitment based clients, we had a requirement to incorporate their business process for the complete flow of opportunity, right from the \u201cProspecting\u201d stage to \u201cClosed-Won\u201d stage. The process required certain fields to be updated, records to be auto-submitted for approvals, emails to be fired for certain criteria, etc. and mark our words, Process Builder was such a big relief.<\/p>\n\n\n\n

The Process Builder is a workflow tool that helps you easily automate your business processes by providing a powerful and user-friendly graphical representation of your process as you build it.<\/p>\n\n\n\n

Automated processes in the Process Builder are based on records and consist of:<\/p>\n\n\n\n

    \n
  1. Criteria that determine when to execute action groups.<\/li>\n\n\n\n
  2. Immediate and scheduled actions to execute when those criteria are met.<\/li>\n<\/ol>\n\n\n\n

    Process Builder Features<\/strong><\/span><\/p>\n\n\n\n

      \n
    1. Trigger an Auto Launched Flow \u2013 From Immediate.<\/li>\n\n\n\n
    2. Compatible with all Browsers.<\/li>\n\n\n\n
    3. Process Builder does not require use or knowledge of Apex, Visualforce, or any other code.<\/li>\n\n\n\n
    4. Reduced chances of Hitting SOQL Limits in Processes.<\/li>\n\n\n\n
    5. Post to Chatter.<\/li>\n\n\n\n
    6. Create a Record:                               \"Business<\/a><\/li>\n\n\n\n
    7. Update Records with an Improved UI: \"Business<\/a><\/li>\n\n\n\n
    8. Schedule Multiple Groups of Actions: \"Business<\/a><\/li>\n\n\n\n
    9. Send an email:                                     \"Business<\/a><\/li>\n\n\n\n
    10. Call Apex methods:                               \"Business<\/a><\/li>\n\n\n\n
    11. Submit for approval:                               \"Business<\/a><\/li>\n<\/ol>\n\n\n
      \n
      \"Business<\/a><\/figure><\/div>\n\n\n

      Criteria Based Execution of Action Groups:
      Process Builder Vs Classic Workflow<\/strong><\/span><\/p>\n\n\n\n

        \n
      1. Process Builder Supports Visual designer, calls Apex code, creates records, posts to Chatter, submits for approval whereas Workflow does not support the above.<\/li>\n\n\n\n
      2. Any related records can be updated in Process Builder, but in workflow, only the record or its parent can be updated.<\/li>\n\n\n\n
      3. Send outbound messages without code via workflow, but in Process Builder Outbound messages are not possible.<\/li>\n\n\n\n
      4. Process Builder helps launch a flow via record criteria vs a button or link but it\u2019s not possible in Workflow.<\/li>\n<\/ol>\n\n\n\n

        Advantages of Process Builder<\/strong><\/span><\/p>\n\n\n\n

          \n
        1. Complicated business processes can be easily implemented.<\/li>\n\n\n\n
        2. The Visual Aspect of Process Builder makes it very user-friendly.<\/li>\n\n\n\n
        3. It provides more flexibility within the criteria stage.<\/li>\n\n\n\n
        4. It provides an ability to add layers of a decision.<\/li>\n\n\n\n
        5. Quicker Response Time.<\/li>\n\n\n\n
        6. It\u2019s ability to quickly respond to changing market.<\/li>\n<\/ol>\n\n\n\n

          Limitations<\/strong><\/span><\/p>\n\n\n\n

          Based on the above points, the Process Builder might seem to be just perfect, but it does have some limitations. These limitations might get bridged in the future.<\/p>\n\n\n\n

            \n
          1. Approval Processes support being called by user clicks, Apex, and Visual Workflow; Process Builder only evaluates upon a record changing.<\/li>\n\n\n\n
          2. Does not support deletion of records.<\/li>\n\n\n\n
          3. Cannot send outbound messages without code.<\/li>\n\n\n\n
          4. Does not support user interaction.<\/li>\n\n\n\n
          5. Does not support multiple time triggers.<\/li>\n\n\n\n
          6. The Process Builder is not available for Group and Contact Manager Edition customers.<\/li>\n<\/ol>\n\n\n\n

            About Us<\/strong><\/span>
            Greytrix<\/a> as a Salesforce Product development partner offers a wide variety of integration products and services to the end users as well as to the Partners across the globe. We offers Consultation, Configuration, Training and support services in out-of-the-box functionality as well as customizations to incorporate custom business rules and functionalities that requires apex code incorporation into the Salesforce platform.<\/p>\n\n\n\n

            Greytrix<\/a> has some unique solutions for Cloud CRM such as Salesforce integration with Sage Enterprise Management (Sage X3<\/a>), Sage Intacct, Sage 100 <\/a>and Sage 300 (Sage Accpac)<\/a>. We also offer best-in-class Cloud CRM Salesforce customization and development services<\/a> along with services such as Salesforce Data Migration<\/a>, Integrated App development<\/a>, Custom App development<\/a> and Technical Support<\/a> to business partners and end users.<\/p>\n\n\n\n

            Greytrix GUMU™ integration for Sage ERP \u2013 Salesforce is a 5-star app listed on Salesforce AppExchange<\/a>.<\/p>\n\n\n\n

            For more information, please contact us at salesforce@greytrix.com<\/a>. We will be glad to assist you.<\/p>\n","protected":false},"excerpt":{"rendered":"

            While working with one of our recruitment based clients, we had a requirement to incorporate their business process for the complete flow of opportunity, right from the \u201cProspecting\u201d stage to \u201cClosed-Won\u201d stage. The process required certain fields to be updated, records to be auto-submitted for approvals, emails to be fired for certain criteria, etc. and\u2026 Read More »<\/a><\/span><\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[3],"tags":[16,18,36,266,342,407,716],"class_list":["post-1456","post","type-post","status-publish","format-standard","hentry","category-salesforce-srv","tag-apex-in-salesforce","tag-apex-methods","tag-business-process-in-salesforce","tag-process-builder","tag-sage-erp-integration-with-salesforce","tag-salesforce-key-features","tag-salesforce-sage-integration"],"_links":{"self":[{"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/posts\/1456","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/comments?post=1456"}],"version-history":[{"count":3,"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/posts\/1456\/revisions"}],"predecessor-version":[{"id":10540,"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/posts\/1456\/revisions\/10540"}],"wp:attachment":[{"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/media?parent=1456"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/categories?post=1456"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/tags?post=1456"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}