Hands On Video: Introduction to Process Builder

We thought we would Unofficially kick off the Lightning Developer Week with our first video post covering the new Lightning Process Builder.

A Lightning Overview of Process Builder
With Process Builder you can easily automate complex business processes with point-and-click tools. Automatically update or create new records, emails, and tasks or submit approval requests in a few simple steps.

Use Case
Track Lead Status History and Duration ( Provide similar functionality as Opportunity Stage History, but for Leads.. )

Quick Steps
1. Create custom object with lookup to the Lead standard object

2. Add some fields to facilitate History Tracking process

3. Create Workflow Rule to capture the old (PRIORVALUE) Lead Status Value

4. Use Process Builder to track history status and duration

Happy Lightning Developer Week & See you soon



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