Salesforce Process Builder Quick Start Guide
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.
|Course Length||5 hours 6 minutes|
|Date Of Publication||23 Jul 2018|
|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|