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July 14

Process Builder Welcome Page Disappears

1  comments

I recently had a student ask if there's a way to get the Process Builder Welcome Page back once you build your first Process in Salesforce. There are a lot of useful reference links on that page, and unfortunately, according to these release notes, once you build your first process, you can't bring the welcome page back.

I am currently in production on a new course and have a new Salesforce dev org with no processes built. So I decided to recreate the Process Builder Welcome Page for future reference. I hope you find this helpful!

Welcome to the Process Builder!

With the Process Builder you can easily automate everything from daily tasks, like approvals and follow-up emails, to more complex processes, like order renewals and new-hire onboarding. Click "New" above to get started.

It takes only a few clicks to:

Select your object

An opportunity, for example.

Define your criteria

Let's start this process when the opportunity's stage is Closed - Won and its amount is greater than $500,000.

Choose what to automate

Let's create a contract and associate it with the opportunity's account, congratulate the owner by posting to the Sales Chatter group, and create a follow-up task scheduled to execute six days after the opportunity's close date.

Activate the process

You're done!


Tags

Process Builder, Process Builder Welcome Screen


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  • Hi, this is interesting that they assume you shoudl see teh page once only 🙂 The issue I faced with that is that the video actually not accessible.

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