In this chapter, we went over the various actions available in Process Builder. We looked at a way to auto-create and update a record. We also covered various ways to call a Flow from Process Builder. Then, we moved on to discussing ways to auto-submit a record to the Approval Process and send emails to users. We also discussed how to call Apex from Process Builder. Finally, we discussed the key points of Process Builder. In the next chapter, we will discuss concepts related to deploying and distributing Flows and Processes. We will also look at concepts such as how to debug your Flow and send a process error email to users other the process owner
Salesforce Process Builder Quick Start Guide
By :
Salesforce Process Builder Quick Start Guide
By:
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.
Related Content you might be interested in
Current Title:
Salesforce Process Builder Quick Start Guide
Table of Contents (12 chapters)
Title Page
Copyright and Credits
Dedication
Packt Upsell
Foreword
Contributors
Preface
Free Chapter
Getting Started with Lightning Process Builder
Deploying, Distributing, and Debugging Processes
Building Efficient and Performance-Optimized Processes
Other Books You May Enjoy
Index
Customer Reviews