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See everything in a single location
1. See everything in a single location.
Inside Setup, you have all the tools you need to automate your most critical business processes and build apps fast.
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Meet Lightning Process Builder
2. Meet Lightning Process Builder.
Lightning Process Builder helps anyone in your company create workflows that automate any type of business process — from recruiting to project management — using clicks not code.
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Identify the object
3. Identify the object.
Each process you create consists of objects, criteria, and actions. Inside Lightning Process Builder, you first have to identify the object that will trigger the process.
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Define the criteria
4. Define the criteria.
Next you have to define the criteria and set the conditions of what will trigger your process.
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Create the perfect actions
5. Create the perfect actions.
Now create the actions you want triggered when the criteria or conditions are met. You can create new records, update fields, send emails, post to Chatter, or call out to external systems.
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Activate your process
6. Activate your process.
When finished, activate your process with just a single click, then view your process by triggering it yourself.
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View your process in action
7. View your process in action.
To do this, simply dive into a record and change the criteria to match what you identified in your new process.
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See the action take place
8. See the action take place.
Instantly, you'll see your action — it's that simple. The possibilities are endless.
Finish
