Salesforce Management System is an information system used in Customer Relationship Management (CRM) to automate business processes like sales and marketing. Force.com built a powerful application, called Process Builder, to automate business processes.
Salesforce Process Builder Quick Start is a practical guide to turbo-charge your ability to learn process builder; once mastered, you will be able to develop custom applications in Salesforce with minimal code usage.
The book starts with an introduction to Process Builder. It focuses on the building blocks of creating Processes. Then, it will discuss varied applications of Process Builder to develop 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 covers how you can migrate the existing Workflow Rules to one Process Builder.
By the end of the book, you will get a clear understanding of how to use Flows and Process Builder to optimize code usage.
This book is intended for those who want to use Process Builder to automate their business requirements by click, not code. Whether you are new to Salesforce or you are a seasoned expert, you want to master both Flow and Process Builder. Since Salesforce maintains an incredibly user-friendly interface, no previous experience in computer coding or programming is required. The things that you do require are your brain, your computer with a modern web browser, a free Salesforce developer org, and just basic knowledge of Salesforce.
Chapter 1, Getting Started with Lightning Process Builder, starts with basic knowledge of Salesforce Process Builder. We will then pick a few business examples and see how to use Process Builder instead of Apex code to solve them. We'll then discuss the benefits of using Lightning Process Builder. You will also get an overview of the Process canvas and its features.
Chapter 2, Deploying, Distributing, and Debugging Processes, serves as the climax of the book, where you will learn how to debug your process. We will also cover how to distribute your Process and setup recipients to receive process error emails.
Chapter 3, Building Efficient and Performance-Optimized Processes, helps you understand Process Builder and its concepts, such as how to use Custom Metadata Types, Custom Permissions, and Custom Labels with Process Builder. We will also cover some key concepts, such as using multiple groups of actions and how to bypass Process Builder for a user or profile.
All you need to get the most out of this book is your brain, your computer with a modern web browser, and a free Salesforce developer org. You can sign up for a free developer org athttps://developer.salesforce.com/signup.
We also provide a PDF file that has color images of the screenshots/diagrams used in this book. You can download it here: https://www.packtpub.com/sites/default/files/downloads/SalesforceProcessBuilderQuickStartGuide_ColorImages.pdf.
There are a number of text conventions used throughout this book.
CodeInText: Indicates code words in text, database table names, folder names, filenames, file extensions, pathnames, dummy URLs, user input, and Twitter handles. Here is an example: "Enter Add record to Chatter group as the action name, in this case."
Bold: Indicates a new term, an important word, or words that you see onscreen. For example, words in menus or dialog boxes appear in the text like this. Here is an example: "Select System info from the Administration panel."
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