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

Summary


In this chapter, we went through some advanced concepts of Process Builder, starting with Workbench and Audit Trail, to get more information about Flows and Processes. Then, we moved on and discussed how to define an additional condition using record updates. We discussed how you can execute multiple criteria of a process. We also discussed how you can schedule multiple groups of actions and create reusable processes using an invocable process. Finally, we illustrated a way to use custom metadata types and custom labels in the Flow, and how to create scheduled jobs.

Having completed this chapter, you should have a lot of knowledge about Salesforce Lightning Process Builder. If you want to explore it further, refer to the following blogs:

  • http://www.salesforceweek.ly/
  • https://automationchampion.com/
  • http://salesforceyoda.com/
  • http://jenwlee.wordpress.com
  • http://www.salesforcesidekick.com

Don't forget to join the official Salesforce Workflow Automation Chatter group in the Success Community...