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 10 – using custom metadata types in a Flow

Custom metadata types are similar to custom objects. They allow application developers to create custom sets of data, as well as to create and associate custom data with an organization. All custom metadatatype data is available in the application cache, which allows for efficient access, without the cost of repeated queries to the database. It is mainly used to store information that will be frequently accessed from Apex code. It will perform better than a custom object, as it doesn't have to be queried. Building a custom metadata type is very similar to building a custom object. The main difference that you will notice is the__mdtsuffix at the end of the custom metadata type, as opposed to the usual__c, for custom objects. As of the Summer 2017 release, custom metadata is not yet available in Process Builder, but it is available in Flow. 

Let's look at a business scenario. Suppose that Helina Jolly is working as a system administrator...