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
Dedication
Packt Upsell
Foreword
Contributors
Preface
Index

Hands on 6 - Defining additional conditions when updating records


When you update records using Process Builder, you can filter the records that you are updating using conditions. To add filter conditions to an update records action, there are two steps, as follows:

  1. Select the updated records meet all conditions option
  2. Set the conditions that you want to use to filter updated records

Now, we will create a process to fulfill the preceding business scenario and use custom permissions to bypass the process for the System Administrator and Supply Chain User profiles:

  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 - Update open opps - out of business accounts.
    • API Name: This will be auto-populated, based on the name.
    • Description: Write some meaningful text, so that other developers or administrators can easily understand why this process...