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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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Preface
Preface
Who this book is for
What this book covers
To get the most out of this book
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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
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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
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Hands on 4 – calling an Apex class from Process Builder

Process Builder allows you to call an Apex class that includes methods annotated with @InvocableMethod. By calling an Apex class from Process Builder, you can add customized functionalities, such as auto-converting leads, deleting records, or running lead assignment rules. You can also pass a required value into Apex class variables.

When no other process actions can get your job done, by calling an Apex method, you can add customized functionality for your users. You can only call an Apex class from Process Builder or Visual Workflow that have the @InvocableMethod annotation. This means that it is possible to extend the Process Builder functionality by writing an Apex class that executes your business logic, and then invoking the Apex from your process. If the class contains one or more invocable variables, then you have to manually enter values or reference field values from a related record.

Let's look at a business scenario. Suppose...

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