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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A few points to remember

The following are some points to remember:

Don't perform the DML operation inside the Loop element. It will easily hit the governor limit, that is, System.LimitException: Too many SOQL queries: 101.
You can only launch Autolaunched Flow from Process Builder.
A Flow runs in user mode and Process Builder runs in system mode. Let's take an example—if you are trying to update an Opportunity, the next step would be as follows:
- If you use Process Builder: If the running user doesn't have access to the next step field, Process Builder will be able to update it.
- If you use Flow: If the running user doesn't have access to the next step field, they will get an error.

The DML operation on a setup object is not permitted at the same time as when you update a non-setup object (or vice versa). If you want to do that, then...