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The Salesforce Blog with Tailored Goodness

The Process Builder Tip You’ve Never Heard

What were we doing before Process Builder? How many headaches did we get just trying to accomplish normal tasks in Salesforce? I’ve recently rediscovered a truth that anyone who works in Salesforce deserves to know: Process Builder is like a gift from God! It makes my job so much simpler. This tool cuts back on the amount of imperative code I use, enabling me to work with mostly declarative code while letting the system figure out what it needs to do from there.

 

There are, however, certain steps one should take to make using Process Builder even easier. And you’re in luck, because I’m about to share my top Process Builder tip that is guaranteed to make this tool an even greater asset for your Salesforce work.

 

When I was new to the tool, I found that when team members gave me a huge document with different criteria in it to transfer over to Process Builder, I often got lost. It was hard to first consume the information from that document and then go over to Process Builder and build it. Lots of important information was nearly lost between the two pages I had open. Then, only when I was about 75% done with building out the process, I would realize that some logic was missing. I would have to ping my team members and wait for a response so I could get the missing pieces sorted out. Let’s just say I’m glad someone shared this Process Builder tip with me before spending even more time doing things the “old way.”

 

Here it is: Take the time and draw out the process using a tool like Google Drawings, Gliffy, or an old-fashioned whiteboard. It’s a huge time saver. In drawing out the process, you’ll know if you’re missing anything before you jump in–which means once you have the vital info, you can just start building out the processes.

 

Screen grab of Google Drawings - Follow our Process Builder Tip and draw out the workflow!

The Ultimate Process Builder Tip: Use a tool like Google Drawings to draw out project flow in advance

 

Process Builder Tip - Use Gliffy Tool to Illustrate Workflow

  Gliffy is another great tool for drawing out project workflow and elements for Process Builder work

 

By constructing a simple diagram, you decrease the amount of room left for mistakes–and I’ve found that it only takes about 20 minutes or so to do it. If on the receiving end of a big document that has a large amount of criteria and corresponding actions to put into a process, taking time to draw it out will help you as well. Draw a process “rough draft,” then double check it with the person who sent you the document to ensure that you didn’t miss anything in their process. By completing this task, you’re able to demonstrate that you understand what the process is supposed to accomplish.

 

Process Builder workflow chart

The start of a good looking workflow for a new Process Builder project

 

I hope you’ll find this Process Builder tip to be helpful. It may take a few practice run-throughs before you get used to a new step in your method–but it will be so worth it in the long run. Make your team and company look good–plan ahead before you jump into Process Builder. For another great Process Builder tip, be sure to check out this recent blog post from Tamara