Book description
Click your way to automating business processes with Salesforce Visual Workflow
Key Features
- Create and maintain complex business processes using Process builder
- Discover how to debug and deploy Flow and Process Builder
- Use new or existing Flows to work with Salesforce Lightning Experience
Book Description
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.
What you will learn
- Develop an application using point and click with the help of Process Builder
- Bypass Processes for specific users
- Understand the concepts of reusable processes
- Handle complex business processes using Process Builder and keep them clean
- Work with formulae in Process Builder to minimize the code required
- Create a process with no criteria so as to minimize the amount of rework
- Overcome Salesforce's known limitation in terms of referencing picklist values
Who this book is for
This book is for people who want to use Process Builder to automate their business requirements by clicking, not coding. A basic understanding of Salesforce is required, but not extensive programming knowledge.
Publisher resources
Table of contents
- Title Page
- Copyright and Credits
- Dedication
- Packt Upsell
- Foreword
- Contributors
- Preface
-
Getting Started with Lightning Process Builder
- An overview of Process Builder
- Differences between Process Builder and other tools
-
Creating applications with Process Builder
- Hands on 1 – auto-create a child record
- Hands on 2 – auto-update child records
- Hands on 3 – cloning a process
- Hands on 4 – posting opportunity details to the Chatter group
- Hands on 5 – sending an email to the opportunity owner
- Hands on 6 – checking time-dependent actions from Process Builder
- Hands on 7 – submitting a record to an Approval Process
- Hands on 8 – calling a Flow from Process Builder
- A few points to remember
- Exercises
- Summary
- Deploying, Distributing, and Debugging Processes
-
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
- Other Books You May Enjoy
Product information
- Title: Salesforce Process Builder Quick Start Guide
- Author(s):
- Release date: July 2018
- Publisher(s): Packt Publishing
- ISBN: 9781789344318
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