Complete Guide to Salesforce Lightning Process Builder

Learn to build a Salesforce lightning process builder to auto update lead rating based on lead status and annual revenue, with multiple criteria and in-transaction record updates.

Automate syncing contact mailing addresses with updated account shipping addresses using Salesforce process builder. Trigger on any changed shipping field to copy values from account to related contacts.

Use process builder to perform cross-object updates by auto-populating a related collection's amount when an opportunity stage changes to closed one.

Clone an existing process in Salesforce Lightning Process Builder to create a new version or a new process, then update or modify versions to save time and preserve change history.

Automate Salesforce notifications by creating an email template and alert, then use the Lightning Process Builder to trigger on opportunities greater than or equal to 500k and notify the CFO.

Schedule actions in the Salesforce Lightning process builder to delay email alerts after a rule criterion is met, such as one day after an edited opportunity when amount reaches 500k.

Learn to use Salesforce Lightning Process Builder to post automatic congratulatory messages to Chatter when opportunities reach 500k or more, using merge fields to show the opportunity owner.

Automate task creation when an opportunity is created using Salesforce process builder, linking the task to the opportunity and assigning it to the owner with a due date and subject.

Set up a process in Salesforce to auto submit a collection record for approval and auto update its amount when an opportunity closes, using an approval process and Process Builder.

Use the process builder to auto submit collection records for approval when a related opportunity changes to closed one, selecting a specific approval process and verifying the pending status.

Learn to build an auto launched flow in Salesforce to count account contacts and update the account page, triggered by a contact update via a process.

Invoke an auto-launched flow from a process builder to auto-populate the contact count for an account, including activating the flow, configuring flow variables, and handling multiple records.

Enable and configure mobile push and in-app notifications with Salesforce process builder, and create a custom push alert for overdue opportunity close dates on desktop and mobile.

Explore how the process builder sends push and in-app notifications for overdue opportunities, opens the Salesforce1 app to the triggering record, and lets users update the closure date.

Call an apex class from the process builder to update a lead's first name to a test value when edited, passing the lead id.