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Salesforce Process Builder Quick Start Guide

Salesforce Process Builder Quick Start Guide

By : Gupta
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Salesforce Process Builder Quick Start Guide

Salesforce Process Builder Quick Start Guide

By: 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 (5 chapters)
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Building Efficient and Performance-Optimized Processes

In the previous chapter, we discussed how to deploy a Process or distribute it. We learned how to debug Process Builder. We also discussed how to forward a Flow or Process error email to other users or an IT team

In this chapter, we will discuss some advanced concepts of Process Builder, such as how to apply a filter when updating related records, how to execute multiple groups of actions, and how to call Apex from Process Builder. We will also discuss how you can use one process to implement multiple business requirements.

The following topics will be covered in this chapter:

  • Using Workbench to get the complete details of a process
  • Using custom labels in Process Builder
  • Calling an Apex class from Process Builder
  • Bypass processes using custom permissions
  • Defining additional conditions when updating records...
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