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

Foreword

If you have ever had a question about Salesforce Process Automation and searched the web or the Salesforce Trailblazer Community for answers, you have likely already come across Rakesh Gupta. Rakesh runs the automationchampion.com blog, co-hosts the Salesforce Automation Hour webinar series, is a four-time Salesforce MVP, leads the Mumbai Salesforce User Group and contributed to more than 100 "best-answers' in the Trailblazer Community. In short, he is the definition of an expert on Salesforce Process Automation and I would be hard-pressed to find someone better suited to author this book.

At Salesforce we know that customers expect seamless experiences, and customer expectations are rising rapidly now that we are in the fourth industrial revolution. However, providing seamless, automated customer experiences has historically been challenging, time-consuming and code heavy. This is why Salesforce has invested in point-and-click tools like Process Builder and Flow to enable you to declaratively configure process logic, integrate multiple systems and deliver rich user experiences. This book is an invaluable resource to learn Salesforce Process Builder so you too can deliver seamless, automated experiences to your customers.

In my own experience, as I have worked with customers, admins and MVPs on Process Builder and Flow, I have found the content that Rakesh has authored to be a great resource – a tailor-made set of answers to many common questions and best practices about these Salesforce platform services. His dedication to sharing his knowledge and inspiring the Salesforce Ohana is incredible and it's an immense pleasure for me, as the product manager for Process Automation at Salesforce, to write the foreword for this book.

Arnab Bose VP, Product Management, Salesforce.