Note that saving does not equal approval to push an object for activation or publication these are two separate actions. Saving is a server-side snapshot of an object and its state. Some builders also let users activate, run, or publish.

When working in a builder, users tend to save changes often. Make sure that the builder, its list-view, and any detail pages can be accessed from the builder home page in Setup.īuilder options at the top right of the header bar Saving Builder Records.In Setup, launch the builder in full-screen mode.For Admins and Developers Customizing Salesforce Workflow Where to Launch a Builderĭepending on your target user, a builder can be opened from Setup, an app, or a record page. If a builder isn’t a good fit, consider using another framework, such as a directional modal, Channel Studios on Marketing Cloud, or use an expression, form, or filter. Saving and tracking multiple drafts or versions.

Defining the relationship of one element to another-for example, in a workflow or visual layout.Creating and defining a series of logical actions that result in different outputs.Designing a business process on a blank canvas.Working with WYSIWYG (“what you see is what you get”) declarative elements that can be added with clicks and customized with forms.If users will be doing one or more of these things, there could be a builder in your future: When should you think about using a builder? Start, as always, with the user. In-App, Out-of-App and Mobile Push Notificationsĭesign Resources Download Sketch Kit Usage.

Salesforce lightning app builder