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

Exercises

  1. Create a process that auto-adds new users to the Sales Best Practices Chatter group

Note

First, create a Chatter group called Sales Best Practices. Use Quick Actions to complete it.

  1. Create a process that will automatically delete open opportunities when an account is out of business.

Note

Use the Apex class and invoke it from the process.

  1. Modify the previous process in such a way that it will not work for the System Administrator and Supply Chain User profiles.
  2. Create a process that will automatically count related contacts in the account and update the value in a Number of contacts field. This process will fire whenever the account is updated by all users, except the System Administrator profile.

Note

You may need to use Flow to get the count of contacts in an account.

  1. Create a process that will auto-remove all followers from a case when it has successfully closed.
  2. Create a process that will do the following:
    1. Send an email to the owner 10, 15, and 20 days before the opportunity close date...
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