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

Hands on 8 – executing multiple criteria of a process


Since the Summer 2016 release of Process Builder, it has become possible to choose what happens after your process executes a specific action group. Should the process stop, or should it continue to evaluate the next criteria in the process? Use this option to efficiently manage multiple business requirements in one process.

It is easy to manage all of your processes for a given object, like a lead, in one place:

Let's look at a business scenario. Suppose that Alice Atwood is working as a system administrator at Universal Containers. She has received a requirement from the management; once a task has successfully closed five days before its due date, auto-update the Eligible for bonus checkbox to true.

There are two possible solutions for the preceding business requirement:

  • Create a new process to solve the business requirement
  • Use an existing process, and add one more criteria to it

We will use the second approach to solve the preceding business...