Browse Library
Sign In Start Free Trial
Close icon Search icon
Account
Browse Library Advanced Search Sign In Start Free Trial

Add to playlist

Create a Playlist

Modal Close icon
You need to login to use this feature.
  • Salesforce Process Builder Quick Start Guide
  • Toc
  • feedback
Salesforce Process Builder Quick Start Guide

Salesforce Process Builder Quick Start Guide

By : Gupta
close
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)
close
close
Preface
Preface
Who this book is for
What this book covers
To get the most out of this book
Get in touch
Free Chapter
1
Getting Started with Lightning Process Builder
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
2
Deploying, Distributing, and Debugging Processes
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
3
Building Efficient and Performance-Optimized Processes
chevron up
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
4
Other Books You May Enjoy
Other Books You May Enjoy
Leave a review - let other readers know what you think

Hands on 3 – using a quick action to add a record to a Chatter group

Quick actions can be object-specific or global actions. To use a quick action in Process Builder, the action must exist in your organization. If your organization is using quick actions that allow your users to create and update records easily, you can also use these actions in Process Builder. When you use these quick actions in Process Builder, you are only allowed to set values for fields that are a part of the action's layout. Now, we will create a process to fulfill the preceding business scenario and use our custom label:

  1. In Lightning Experience, navigate to Setup (gear icon) | Setup | PLATFORM TOOLS | Feature Settings | Chatter | Chatter Settings, and make sure that the Allow Records in Groups checkbox is selected.
  1. To create a process, navigate to Setup (Gear Icon) | Setup | PLATFORM TOOLS | Process Automation | Process Builder, click on the New button, and enter the following details:
    • Name: Enter the name of the process...

Unlock full access

Continue reading for free

A Packt free trial gives you instant online access to our library of over 7000 practical eBooks and videos, constantly updated with the latest in tech
Start a 7-day FREE trial
End of Section 10
Next Section
bookmark search playlist font-size

Change the font size

margin-width

Change margin width

day-mode

Change background colour

Close icon Search
Country selected
Close icon Your notes and bookmarks

Delete Bookmark

Modal Close icon
Are you sure you want to delete it?
Cancel
Yes, Delete