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

A few points to remember

The following are some points to remember:

  • Don't perform the DML operation inside the Loop element. It will easily hit the governor limit, that is, System.LimitException: Too many SOQL queries: 101.
  • You can only launch Autolaunched Flow from Process Builder. 
  • A Flow runs in user mode and Process Builder runs in system mode. Let's take an example—if you are trying to update an Opportunity, the next step would be as follows:
    • If you use Process Builder: If the running user doesn't have access to the next step field, Process Builder will be able to update it.
    • If you use Flow: If the running user doesn't have access to the next step field, they will get an error.
  • The DML operation on a setup object is not permitted at the same time as when you update a non-setup object (or vice versa). If you want to do that, then use a time-dependent action.
  • The total number of records Flow can retrieve using SOQL queries is 50,000, and only 10,000 will be processed as DML operations.
  • You can...