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.

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Table of Contents (12 chapters)
Title Page
Title Page
Copyright and Credits
Copyright and Credits
Dedication
Dedication
Packt Upsell
Packt Upsell
Foreword
Foreword
Contributors
Contributors
Preface
Preface
Free Chapter
1
Getting Started with Lightning Process Builder
Getting Started with Lightning Process Builder
An overview of Process Builder
Differences between Process Builder and other tools
Creating applications with Process Builder
A few points to remember
Exercises
Summary
2
Deploying, Distributing, and Debugging Processes
Deploying, Distributing, and Debugging Processes
Distributing or deploying Processes
Debugging your Process
Setting up recipients to receive process error emails
A few points to remember
Summary
3
Building Efficient and Performance-Optimized Processes
Building Efficient and Performance-Optimized Processes
An overview of process management
Hands on 1 – using Workbench to get the details of a process
Hands on 2 – using custom labels in Process Builder
Hands on 3 – using a quick action to add a record to a Chatter group
Hands on 4 – calling an Apex class from Process Builder
Hands on 5 – bypass processes using custom permissions
Hands on 6 - Defining additional conditions when updating records
Hands on 7 – scheduling multiple groups of actions
Hands on 8 – executing multiple criteria of a process
Hands on 9 – creating reusable processes using an invocable process
Hands on 10 – using custom metadata types in a Flow
A few points to remember
Exercises
Summary
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Index
Index

Chapter 1. Getting Started with Lightning Process Builder

This chapter will start with an overview of Process Builder and its benefits, followed by an illustration of how to use Process Builder to automate various business processes. By the end of the chapter, you will have learned how to use Lightning Process Builder's tools and many of its different elements.

In the next chapter, you will be briefed on various tips and tricks related to Process Builder, including how to debug and distribute a Process. You will also see different ways to streamline a sales process and to automate a business process. In the last chapter, we will go over how to create reusable processes using Process Builder, how to bypass Process Builder for a set of users, and much more.

The following topics will be covered in this chapter:

  • An overview of Process Builder
  • The differences between Process Builder and other tools
  • Creating applications with Process Builder
  • Various use cases of Process Builder
  • Limitations of Process Builder

Just to remind you, we will use Lightning Experience for all chapters.

Previous Section
End of Section 1
Next Section