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Salesforce Process Builder Quick Start Guide

By : Gupta

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Buy this Book

Salesforce Process Builder Quick Start Guide

1 (1)

By: Gupta

Buy this Book

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.

Preface

Who this book is for

What this book covers

To get the most out of this book

Get in touch

Free Chapter

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

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

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

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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 to view 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: