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

Summary


In this chapter, we went through various concepts related to automating your business processes. We started the chapter with the concept of deploying or distributing the Flows or Processes. Then, we moved on to discuss the ways in which you can debug a Process. We also discussed a way to set up recipients for process error emails. In the next chapter, we will discuss concepts related to how you can create efficient and performance-optimized processes. We will also cover concepts such as executing multiple process criteria.