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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
Other Books You May Enjoy
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Hands on 7 – scheduling multiple groups of actions

With multiple schedules, you can easily optimize sales or support processes, automate follow-ups on outstanding cases and reminder notifications for a task, and incorporate all of your business requirements within a single process. For example, when the case origin is Phone and the priority is high, then you can execute multiple groups of scheduled actions, such as the following:

  • Sending a reminder email to the case owner after one day, if a case is not closed.
  • Sending a reminder email to the case owner and account owner after two days, if a case is still open.
  • Sending a satisfaction survey email to case contacts, two days after the case closure.

Let's look at a business scenario. Suppose that Alice Atwood is working as a system administrator at Universal Containers. She has received a requirement to send out email reminders to the task assignee, both one day and two days before the task's due date, if the task has not yet been completed.

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Salesforce Process Builder Quick Start Guide
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