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
Other Books You May Enjoy
Other Books You May Enjoy
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Index
Index

An overview of process management

Now that you have an understanding of Process Builder, you know that it is a tool that allows you to streamline business processes without writing code. You can also use it toview your business process visually. The process management page allows you to see all of the processes in the current Salesforce organization. The process management page provides the following options:

  • Creating a new process.
  • Editing a process.
  • Deleting an inactive process, or its version.
  • Checking the statuses of processes that have been created for the current organization.
  • Sorting the processes by name, description, object, last modified date, or status.

Your process management page should look like the following screenshot:

The process management page displays the fields: PROCESS, DESCRIPTION, OBJECT, PROCESS TYPE, LAST MODIFIED, STATUS, and ACTIONS. As of the Spring 2017 release, Process Builder does not display Created By, Created Date, or Last Modified By on the process management...

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