Salesforce Platform App Builder Certification Handbook

Process Builder limitations

Before we create a Process, we have to be cognizant of the following:

• After we activate the process, we can no longer edit that process; we can clone the process and work on a separate version
• Processes can invalidate the previous valid fields because updates made to records based on processes don't trigger validation rules
• Processes are invisible to the user and can start automatically
• Saving or creating records can trigger more than one process

Salesforce processes rules in the following order:

• Validation rules
• Assignment rules
• Auto response rules
• Workflow rules and processes (and their immediate actions)
• Escalation rules

Designing wizards with the Visual Workflows

Using the process builder, we can automate the business processes; ...