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.

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Table of Contents (12 chapters)
Title Page
Title Page
Copyright and Credits
Copyright and Credits
Dedication
Dedication
Packt Upsell
Packt Upsell
Foreword
Foreword
Contributors
Contributors
Preface
Preface
Free Chapter
1
Getting Started with Lightning Process Builder
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
2
Deploying, Distributing, and Debugging Processes
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
3
Building Efficient and Performance-Optimized Processes
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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Index
Index

Hands on 2 – using custom labels in Process Builder

Custom labels are custom text values that can be accessed from Apex, Visual Workflow, Process Builder, and so on. The values can be translated into any language that Salesforce supports. You can create up to 5,000 custom labels in an organization, and they can be up to 1,000 characters in length. Custom labels are not only used for translation; they can also be used to store the username, password, and endpoint URL, in the case of invoking API calls for a third-party system.

For example, if you are integrating two systems, Salesforce and SAP, to sync the account information, in order to start the API calls, you will have to pass SAP integration user credentials and an endpoint URL. You will have three options to store these values:

  • Hardcoding the credentials and endpoint URL in an Apex class
  • Using multiple custom labels to save the username, password, and endpoint URL
  • Using a custom metadata type to store this information

The benefit of using...

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