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Salesforce Process Builder Quick Start Guide

Salesforce Process Builder Quick Start Guide

By : Gupta
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Salesforce Process Builder Quick Start Guide

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.
Table of Contents (5 chapters)
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Preface
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Preface
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Who this book is for
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What this book covers
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To get the most out of this book
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Get in touch
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1
Getting Started with Lightning Process Builder
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Getting Started with Lightning Process Builder
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An overview of Process Builder
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Differences between Process Builder and other tools
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Creating applications with Process Builder
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A few points to remember
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Exercises
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Summary
2
Deploying, Distributing, and Debugging Processes
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Deploying, Distributing, and Debugging Processes
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Distributing or deploying Processes
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Debugging your Process
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Setting up recipients to receive process error emails
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A few points to remember
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Summary
3
Building Efficient and Performance-Optimized Processes
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Building Efficient and Performance-Optimized Processes
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An overview of process management
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Hands on 1 – using Workbench to get the details of a process
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Hands on 2 – using custom labels in Process Builder
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Hands on 3 – using a quick action to add a record to a Chatter group
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Hands on 4 – calling an Apex class from Process Builder
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Hands on 5 – bypass processes using custom permissions
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Hands on 6 - Defining additional conditions when updating records
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Hands on 7 – scheduling multiple groups of actions
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Hands on 8 – executing multiple criteria of a process
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Hands on 9 – creating reusable processes using an invocable process
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Hands on 10 – using custom metadata types in a Flow
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A few points to remember
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Exercises
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Summary
4
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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 1, Getting 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 Force.com...

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Salesforce Process Builder Quick Start Guide
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