Using the New Salesforce Process Builder
Hello Clicktools and Salesforce loyalists! As you continue to take advantage of the integration capabilities in Clicktools, we wanted to let you know that the most recent Salesforce updates offer huge improvements in the scope and flexibility of the Process Builder. These enhancements allow you to automate multi-step processes across many related objects and with complex logic.
Please open this PDF for a detailed walk through of using Process Builder. There are many ways to use Process Builder, but in this case, let’s say you need to send a survey to a contact related to a case and update the contact record. With normal workflow rules, updating related records is very limited. With the new features in Process Builder, it’s a simple task. See Getting Started with Salesforce Process Builder (PDF) to learn how.