Chapter 8. Automating Complex Business Processes
In the previous chapters, we discussed the overview of Visual Workflow. We also talked about the benefits of using Visual Workflow and a few use cases where we can use it. We also learned the way of setting up an approval process. This chapter starts with an overview of the Process Builder. We will take the discussion forward to discuss the difference between various automation tools and when to use what. Then, we will go through step-by-step instructions to create a process using Process Builder. The following topics will be covered in this chapter:
- Process Builder overview
- Difference between Process Builder and other tools
- Auto-creating a child record
- Auto-updating child records
- Posting messages to ...
Get Mastering Salesforce CRM Administration now with the O’Reilly learning platform.
O’Reilly members experience books, live events, courses curated by job role, and more from O’Reilly and nearly 200 top publishers.
