Salesforce Process Builder in Brief (Learning/Interview)

 1. What is Process Builder?

Process Builder helps you automate your business processes and gives you a graphical representation as you build it.

2. How Many Type of Processes?

Process Builder supports three types of processes for your automation needs. The type determines what triggers the process.

• A record change process starts when a record is created or updated.

• An event process starts when a platform event message is received.

• An invocable process starts when something else, like another process, invokes it.

3. Process Builder vs. Workflow?

Use the more powerful and flexible Process Builder to perform the same actions as Workflow. With Process Builder, you can:

• Create a record of any object type
• Update any related record—not just the record or its parent
• Use a quick action to create a record, update a record, or log a call
• Invoke a process from another process
• Launch a flow—you can’t schedule this action with workflow
• Send an email
• Send a custom notification
• Post to Chatter
• Submit a record for approval

If we need your process to do more than what process actions allow, don’t worry. We can also call Apex or a flow from a process.

4. Process Limits:

When building processes, keep shared limits and Apex governor limits in mind. In addition, a process’s API name must be unique across all processes and flows in your Salesforce org.

    Limits for Creating and Managing Processes:

        Consider these limits when creating and managing processes.

PER-PROCESS LIMIT	VALUE
Total characters in a process name	225
Total characters in a process’s API name	79
Total versions of a process	50
Total criteria nodes in a process	200

5. Points to consider when calling apex class from process builder?

• Only Classes that have @InvocableMethod annotation will be listed for selection. Use this annotation at the method level.

• The method should be static and public or global.

• A class can only have one method which has this annotation.

• Can’t use other annotations with @InvocableMethod annotation.

• Invocable methods can have only one parameter. These methods can accept only a list of primitive data types or list-of-lists of the primitive data types

6. What should be the condition we need to specify in process builder to specify schedule actions?

Below are 2 conditions:

• Only when record is created

• When record is created or edited and while define criteria select the checkbox for below setting

7. Is it possible to edit the process once it is activated?

No, You need to clone and while cloning you can create new process or create new version.

8. What can be done using Process Builder?

Creating records: This will allow you to create a new record and create different field values for a record.

Posting on Chatter: Process Builder allows you to post on Chatter for sharing any information to any user.

Updating records: You can update one or more records which are somehow related to the record that started the process. This can be done either by manually entering records or by using the records from a related record.

Quick action: If you already have global actions or objects, within Salesforce, you can use Quick action to use them in any other record.

Submitting the record automatically for approval: The record which started your process can be submitted. Any other record can’t be automatically submitted.

Launch/trigger the flow: It is possible for you to launch the flow from your process to automate different processes.

Invoking another process: This action will actually invoke a process to another process.

Call/trigger Apex code: You can invoke an Apex code which you have already written within Salesforce.

9. What DML operations can be done using Process builder?

1. Process Builders cannot handle before DML It executes after a record has been created or updated. Whereas Apex triggers can handle both before and after DML operations.

2. Process Builder cannot handle delete and undelete DML. Whereas Apex triggers can handle all DML operations.

10. Process Builder Vs Apex Trigger?

Process Builder	Apex triggers
You cannot handle before DML operation.It executes only after a record has been updated or created.	You can handle both before and after DML operations.
You cannot handle deleting and undelete DML.	You can handle all DML operations.
An error reported in Process Builder is more generic which makes it difficult to find the origin of the error.	Exception handling can be made more specific.
You cannot update unrelated records.	You can update unrelated records.
You have to use Process Builder in conjunction with flows to create custom record sharing.	Share records with more complex criteria than sharing Rules Permits.
You cannot create email templates that pull information from multiple records and objects combined, solely by using Process Builder.	You can create email templates that pull information from multiple records and objects (combined with Visualforce).