Salesforce Process Builder Quick Start Guide

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

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Table of contents

  1. Title Page
  2. Copyright and Credits
    1. Salesforce Process Builder Quick Start Guide
  3. Dedication
  4. Packt Upsell
    1. Why subscribe?
  5. Foreword
  6. Contributors
    1. About the author
    2. Packt is searching for authors like you
  7. Preface
    1. Who this book is for
    2. What this book covers
    3. To get the most out of this book
      1. Download the color images
      2. Conventions used
    4. Get in touch
      1. Reviews
  8. Getting Started with Lightning Process Builder
    1. An overview of Process Builder
      1. Business problems
      2. Browser requirements for Process Builder
      3. An overview of the Process Builder user interface
      4. Actions available in Process Builder
    2. Differences between Process Builder and other tools
    3. Creating applications with Process Builder
      1. Hands on 1 – auto-create a child record
        1. Creating a process
        2. Adding an object and evaluation criteria
        3. Adding process criteria
        4. Adding an action to a process
        5. Activating a process
        6. Deactivating a process
        7. Deleting a process version 
      2. Hands on 2 – auto-update child records
      3. Hands on 3 – cloning a process
        1. Adding an Apex plugin to your process
      4. Hands on 4 – posting opportunity details to the Chatter group
      5. Hands on 5 – sending an email to the opportunity owner
      6. Hands on 6 – checking time-dependent actions from Process Builder
      7. Hands on 7 – submitting a record to an Approval Process
      8. Hands on 8 – calling a Flow from Process Builder
    4. A few points to remember
    5. Exercises
    6. Summary
  9. Deploying, Distributing, and Debugging Processes
    1. Distributing or deploying Processes
      1. Deploying using Change Sets
      2. Hands on 1 – creating an unmanaged package
    2. Debugging your Process
      1. Inbuilt error-displaying tool – on-screen debugging
      2. Using process fault error emails
      3. Using Debug Logs
    3. Setting up recipients to receive process error emails
      1. Apex exception email recipients
    4. A few points to remember
    5. Summary
  10. Building Efficient and Performance-Optimized Processes
    1. An overview of process management
      1. Using Audit Trail to track setup changes in a Process or a Flow 
    2. Hands on 1 – using Workbench to get the details of a process
    3. Hands on 2 – using custom labels in Process Builder
      1. Creating a custom label 
    4. Hands on 3 – using a quick action to add a record to a Chatter group
    5. Hands on 4 – calling an Apex class from Process Builder
    6. Hands on 5 – bypass processes using custom permissions
      1. Creating a custom permission 
    7. Hands on 6 - Defining additional conditions when updating records
    8. Hands on 7 – scheduling multiple groups of actions
    9. Hands on 8 – executing multiple criteria of a process
      1. Reordering the criteria node in Process Builder
    10. Hands on 9 – creating reusable processes using an invocable process
      1. Creating a master process to call an invocable process
    11. Hands on 10 – using custom metadata types in a Flow
      1. Launching the Flow from Process Builder
    12. A few points to remember
    13. Exercises
    14. Summary
  11. Other Books You May Enjoy
    1. Leave a review - let other readers know what you think

Product information

  • Title: Salesforce Process Builder Quick Start Guide
  • Author(s): Rakesh Gupta
  • Release date: July 2018
  • Publisher(s): Packt Publishing
  • ISBN: 9781789344318