Building Efficient and Performance Optimized Processes

In the previous chapter, we discussed an overview of Process Builder. We learned the difference between automation tools such as Flow, Process Builder, and Workflow Rule. We also discussed various actions available in Process Builder. In this chapter, we will discuss some advanced concepts of Process Builder, such as how to apply a filter while updating related records and how to execute multiple groups of actions in Process Builder. We will also discuss how you can use one process to implement multiple business requirements.

The following topics will be covered in this chapter:

  • Using Workbench to get complete details for a process
  • Defining additional conditions when updating records
  • Executing multiple criteria of a process
  • Scheduling multiple groups of actions
  • Creating reusable processes using an invocable process
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