Your Path Beyond Process Builder Starts Here
Find the Process Builder support that fits your team–whether you want to explore Salesforce’s free quality assurance tool or talk through your next steps with one of our experts.
Try Salesforce’s Free Org Check Tool
Org Check is a free Salesforce Labs app that gives you a quick, high-level look at the health of your Salesforce workflows–including anything built in Process Builder. It’s simple to install, easy to understand, and helps you visualize where your org may need attention as you step away from Process Builder.
What to Expect
Here’s the process once you click the link:
- Click “Get It Now.”
- Log in to your Salesforce account.
- Choose where you’d like to install the package and select “Install in Production.”
- Once complete, please confirm the details and proceed with installation.
- Salesforce will then have you return to the home screen–log in to continue.
- Select who should have access: Admins, All Users, or Specific Profiles.
- Once the installation is complete, click “Done” and open the App Launcher (top-left of your screen).
- After a moment of initialization, you’ll be in the Org Check dashboard with gray tabs to customize your review.
Pro-tip: Before utilizing any new app or tool, be sure to deploy it in a test environment rather than in a full production environment.
If you’re more of a visual learner, here’s a great video demo that describes the process more in-depth.
Explore Expert-Guided Solutions
Prefer a guided approach? Our specialists will help you understand your current Process Builder dependencies and outline modernization paths aligned with your org’s current needs. This discovery call is designed to offer you clarity before making any decisions.
What to Expect
Review of your org’s automation footprint
Insight into migration considerations
Recommendations for workflow optimization
Q&A tailored to your use cases
Optional next steps - a flexible block of hours for remediation work
What to Expect
Review of your org’s automation footprint
Insight into migration considerations
Recommendations for workflow optimization
Q&A tailored to your use cases
Optional next steps - a flexible block of hours for remediation work
By the end of the call, you’ll have a clear view of what options exist and which path aligns best with your goals. You’ll receive direct, thoughtful recommendations to help you move forward with confidence. And if you decide you’d like additional support, we can partner with you through a straightforward block-of-hours model made to fit your needs.