Quick Start: Process Builder

Question 1

___ Builder is a workflow tool that helps automate business processes without writing a single line of code

Answer 1

Process

Question 2

You now define the ____ that determine when this process runs

Answer 2

criteria

Question 3

In this step you define what happens

Answer 3

Process action

Question 4

Process Builder allows you to choose not just fields on Accounts, but fields that are ____ to Accounts

Answer 4

related

Question 5

True or false?

Once a process is activated, it cannot be edited

Answer 5

True

Question 6

When you complete the process builder, what should you do next?

Answer 6

Test your process