Creating a process

Process Builder is a great tool that's used to execute business logic automatically. Knowing the capabilities of Process Builder will help you come up with efficient solutions for your users that lead to fewer clicks and cleaner data. Let's take a look at how this is done.

Business use case

You are the Salesforce Admin for XYZ Widgets. The Sales Manager has a use case where, when a sale is closed, a few things need to happen, listed as follows:

• An open case needs to be created for the installation appointment.
• If the opportunity amount is greater than $200,000, a task needs to be created for the sales representative to follow this up, 30 days after the sale closes.
• If the opportunity amount is...