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
Packt Upsell

Debugging your Process

While testing Processes, or following deployment, users may get an error. The next step is to find out how to debug a Process to understand why it's failing at runtime. Now we will discuss the various ways through which you can debug the Process.

Inbuilt error-displaying tool – on-screen debugging

While working, you may occasionally get an error generated by Process Builder, which may be too general, for example, We're sorry but a serious error occurred. Please contact Salesforce Customer Support as soon as possible. Salesforce displays friendlier and include the process name and Error ID. If the error occurs when creating or updating a record, the message also includes technical details for the user to assist you in troubleshooting. This is the first level of debugging, which allows you to find the root cause of the error.

When a Process fails, it will display a screen that includes the error message. This will appear as shown in the following screenshot:

If you look...