fbpx

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


You may also like

My GPTs – Here’s the First Custom GPT to Help You Pass ANY Salesforce Certification

My GPTs – Here’s the First Custom GPT to Help You Pass ANY Salesforce Certification

Nashville Salesforce Administrator Group Meeting – AI is Not a Fad

Nashville Salesforce Administrator Group Meeting – AI is Not a Fad
  • 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.

  • {"email":"Email address invalid","url":"Website address invalid","required":"Required field missing"}

    Study Live with Mike Wheeler

    During this live course journey, you will benefit from over 70 hours of blended learning. You can also get your questions answered live by Mike Wheeler. You will have access to all of the replays for a year.

    >