Salesforce Process Builder Quick Start Guide

By : Gupta

Buy this Book

Salesforce Process Builder Quick Start Guide

By: Gupta

Buy this Book

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.

Preface

Who this book is for

What this book covers

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Free Chapter

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

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

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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Distributing or deploying Processes

Once you are done with Process development, the next step is to deploy the Process. There are a couple of ways in which you can deploy or distribute it. They are as follows:

Change Sets
Packages
Integrated development environment (such as Force.com IDE and MavnesMate)

Deploying using Change Sets

Change Sets allow you to deploy the Processes to a connected Salesforce organization such as your production environment or another Sandbox.

Let's look at a business scenario. Alice Atwood is working as a system administrator at Universal Containers. She has developed a process in a Sandbox (Full Sandbox) and is done with testing. She wants to migrate the newly created...