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 9 – creating reusable processes using an invocable process


Invocable processes can call one process from another process. Using invocable processes, you can reuse sections of your processes. You can create an invocable process and call it from multiple processes, or from multiple action groups in the same process. You can invoke processes with objects that share at least one unique ID.

For example, in the Opportunity and Quote objects, the OpportunityID field is unique to Opportunity, and is also used by Quote. You can create an invocable process that updates an Opportunity record. Then, you can invoke it from the following:

  • A process that updates an Opportunity record
  • A process that updates a Quote record

When you create a process, make sure that you start it when another process invokes it, by selecting It’s invoked by another process.

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...