Book Image

Salesforce Process Builder Quick Start Guide

By : Rakesh Gupta
Book Image

Salesforce Process Builder Quick Start Guide

By: Rakesh Gupta

Overview of this book

Salesforce Management System is an information system used in CRM to automate business processes, such as sales and marketing. Process Builder is a visual tool created to automate business processes in Salesforce. It enables users with no coding expertise to build complex Salesforce workflows. The book starts with an introduction to Process Builder, focussing on the building blocks of creating Processes. Then you will learn about different applications of Process Builder for developing streamlined solutions. You will learn how to easily automate business processes and tackle complex business scenarios using Processes. The book explains the workings of the Process Builder so that you can create reusable processes. It also explains how you can migrate existing Workflow Rules to Process Builder. By the end of the book, you will have a clear understanding of how to use Flows and Process Builder to optimize code usage.
Table of Contents (12 chapters)
Title Page
Copyright and Credits
Dedication
Packt Upsell
Foreword
Contributors
Preface
Index

Chapter 2. Deploying, Distributing, and Debugging Processes

In the previous chapter, we took a look at Process Builder. We learned the difference between automation tools such as Flow, Process Builder, and Workflow Rule. We also discussed the various actions available in Process Builder. In this chapter, we will discuss the various ways to distribute Processes. We will also discuss how you debug your Process and forward a Flow or Process error email to other users or the internal IT team. The following topics will be covered in this chapter:

  • Distributing or deploying Processes
  • Debugging your Process
  • Designating a recipient to receive Process error emails

Before going ahead, let me remind you that whenever you create a process, the system automaticallycreatesaFlow,and aFlow Triggerto calltheFlow. This happens behind the scenes, and the user doesn't need to interact with the shadow Flows. In this chapter, if you see the word Flow, do not get confused; we are talking about Process Builder, not...