How To: Use Salesforce Process Builder! (Salesforce Tutorial)

Published: 27 March 2021
on channel: Salesforce Adam
3,397
106

In this video you'll follow me on screen as we build together a process using Salesforce Process Builder.

Perfect if you're new to Salesforce or if you're experienced but haven't used Process Builder yet (or need a recap!).

Get your own FREE Salesforce Developer Org here: https://developer.salesforce.com/signup

Timecodes
0:00 - Intro
0:50 - Overview
1:49 - Build Your Own Developer Org
2:36 - Create a New Process
5:23 - Process Builder User Interface Overview
6:52 - Add a New Object to Start the Process
7:26 - Create a Process Builder Condition Node
10:58 - Create a Process Builder Immediate Action
15:00 - Create a Process Builder Scheduled Action
20:00 - Activate, Clone and Version History
22:08 - Learn More/Outro

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May the Salesforce be with you! x

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