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 3 – using a quick action to add a record to a Chatter group

Quick actions can be object-specific or global actions. To use a quick action in Process Builder, the action must exist in your organization. If your organization is using quick actions that allow your users to create and update records easily, you can also use these actions in Process Builder. When you use these quick actions in Process Builder, you are only allowed to set values for fields that are a part of the action's layout. Now, we will create a process to fulfill the preceding business scenario and use our custom label:

  1. In Lightning Experience, navigate to Setup (gear icon) | Setup | PLATFORM TOOLS | Feature Settings | Chatter | Chatter Settings, and make sure that the Allow Records in Groups checkbox is selected.
  1. To create a process, navigate to Setup (Gear Icon) | Setup | PLATFORM TOOLS | Process Automation | Process Builder, click on the New button, and enter the following details:
    • Name: Enter the name of the process...