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

Hands on 1 – using Workbench to get the details of a process

If you want to know details about the version of a process, or if you want to know about a process that someone created a few months or a year back, then the metadata component is the right option for you.

Let's look at a business scenario. Suppose that Alice Atwood is working as a system administrator at Universal Containers. In Chapter 1Getting started with Lightning with Process Builder, she developed a process, Update Contacts Asst Phone. Now, she wants to identify the user that created version 1 of this process.

Before going on, let's look at the metadata components that store Flow and its versions in Salesforce, which are as follows:

  • Flow: This represents the metadata that is associated with a Flow.
  • FlowDefinition: This represents the Flow definition's description and the active Flow version number.

The following screenshot displays the Flow and Flow Definition:

To view the metadata components, you can use either the