Salesforce Lightning Process Builder from Basic to Advance

Learn to use the Salesforce Lightning process builder to auto create a contract when an account is created, with start date 90 days after creation, 12-month terms, and draft status.

Test the process shows automatic contract creation when a new account is created using Salesforce Lightning Process Builder, demonstrating activation, drafted status, and no-code automation by a system admin.

Learn to use the Salesforce Lightning Process Builder to automatically copy an account phone to the related contact's assistant phone field when the account is activated and its phone changes.

Test the auto update process in Salesforce Lightning Process Builder as an active account's phone number changes, updating all related contacts' assistant phone fields.

Clone a process in process builder to modify it without impacting the active version and validate multi-criteria conditions that auto-update fields like the phone and billing country.

Learn how to post opportunity details to a Chatter group using the Salesforce Lightning Process Builder when the opportunity amount exceeds 1 million.

Create and configure a Process Builder action to email the opportunity account owner when an opportunity exceeds 1 million, using a custom email template and alert.

Create an e-mail alert for the opportunity using the e-mail template, set the account owner as the recipient, and save with the default from address.

Learn to clone an active Salesforce process to add an email alert that sends to the account owner when an opportunity exceeds 1 million and is linked to an account.

Create and test a Salesforce process builder to auto-send emails to the account owner when opportunities exceed 1 million and an account is linked, with chatter updates.

Schedule actions in process builder by cloning the existing process, adding a five-day delay, and emailing the account owner after opportunity creation.

Compare lightning process builder with workflows: build multiple if-then statements graphically, schedule actions, call apex, create and update records, launch flows, post to chatter, email alerts, and automate approvals.

Explore cross-object updates in Salesforce Lightning Process Builder by updating account fields from a case, marking accounts at risk, and auto populating risk reasons, including SLA violation.

Add custom fields to the account object: a status picklist with new, in good standing, at risk, and closed, plus an account at risk reason text area.

Add three fields to the case object: SLA violation picklist, account at risk checkbox, and account at risk reason textarea; configure labels, field names, and visibility for customer care.

Build a Salesforce process with process builder on case object to set account at risk flag when an sla violation occurs, updating case and account with at risk reason.

Define the first criteria in Salesforce Lightning Process Builder to trigger actions when the SLA violation flag is true and account at risk is false, updating case and account fields.

Update case and account records with Salesforce process builder when criteria are met, setting the case at risk and account status and copying the risk reason.

Configure the second criterion in the Salesforce process builder to flag at‑risk accounts when SLA on the case indicates dissatisfaction, updating account status and at‑risk reason.

Test a complex Salesforce Lightning process builder that uses two-step, criteria-based actions to update cases and related accounts. Handle account risk flags and risk reasons, including SLA violations, without coding.

Lightning Process Builder offers visual development and easy maintenance, enabling create and update actions across standard and custom objects, but it supports only one object and risks infinite loops.

Test business scenario by using process builder to auto-submit cases for approval when account at risk is true, routing to the case owner's manager and updating risk status and reason.

Learn how to invoke autolaunched flows using the Process Builder, recognizing that only autolaunched flows can be invoked, and that such flows must omit screen elements.

Learn to build a Salesforce auto launched flow by creating account id and account plan id variables, linking an account plan to high value accounts, and planning quarterly strategy records.

Build an autolaunched visual workflow that creates an account plan and four account strategy records for Q1–Q4, setting fiscal quarter and account plan fields, then activate for process builder.

Learn to invoke an autolaunched flow from process builder for high value accounts by setting revenue-based criteria and passing the account ID to create account plans and strategies.

Extend the lightning process builder by invoking Apex code to handle complex logic, with coverage of Apex basics, Developer Console, and options to run Apex from the process builder.

Use process builder and apex to close all related contracts when an account status becomes closed, and set up a status picklist on accounts and a closed contract status.

Create an Apex class to update all non-closed contracts for accounts marked as closed, using an InvocableMethod for Process Builder, querying contracts, and performing a DML update.

Learn how to call an Apex class from Lightning Process Builder to update related contracts when an account status changes to closed, using an invocable method.