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Mike Wheeler has taught over 135,000 students how to use the Salesforce platform and pass a multitude of Salesforce Certification Exams.
In this lesson we look at the actions which are available for use in the Process Builder. We also compare and contrast which of those actions are also available via Workflow Rule Actions and if they have greater or lesser scope and abilities in a Process.
In this lesson we begin to create a process to take the place of our workflow rule. We deactivate our workflow rule to avoid any future conflicts and place the first two actions in the process. We then activate version 1 of our process and put it to the test.