Salesforce process builder quick start guide : build complex workflows by clicking, not coding / Rakesh Gupta.

Format:

Book

Author/Creator:

Rākeśagupta, author.

Language:

English

Subjects (All):

Salesforce.com (Firm).

Sales management--Data processing.

Sales management.

Physical Description:

1 online resource (166 pages) : illustrations

Edition:

1st edition

Place of Publication:

Birmingham ; Mumbai : Packt Publishing, 2018.

System Details:

text file

Biography/History:

Gupta Rakesh: Rakesh Gupta is best known as an automation champion in the Salesforce ecosystem. He has written over 150 articles on Visual Workflow and Process Builder to show how someone can use Visual Workflow and Process Builder to minimize code usage. He is one of the Visual Workflow and Process Builder experts in the industry. He has trained more than 700 individual professionals around the globe and conducted corporate training. Currently, Rakesh is working as a Salesforce solution architect consultant.

Summary:

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.

Contents:

Cover

Title Page

Copyright and Credits

Dedication

Packt Upsell

Foreword

Contributors

Table of Contents

Preface

Chapter 1: Getting Started with Lightning Process Builder

An overview of Process Builder

Business problems

Browser requirements for Process Builder

An overview of the Process Builder user interface

Actions available in Process Builder

Differences between Process Builder and other tools

Creating applications with Process Builder

Hands on 1 - auto-create a child record

Creating a process

Adding an object and evaluation criteria

Adding process criteria

Adding an action to a process

Activating a process

Deactivating a process

Deleting a process version

Hands on 2 - auto-update child records

Hands on 3 - cloning a process

Adding an Apex plugin to your 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

Chapter 2: Deploying, Distributing, and Debugging Processes

Distributing or deploying Processes

Deploying using Change Sets

Hands on 1 - creating an unmanaged package

Debugging your Process

Inbuilt error-displaying tool - on-screen debugging

Using process fault error emails

Using Debug Logs

Setting up recipients to receive process error emails

Apex exception email recipients

Chapter 3: Building Efficient and Performance-Optimized Processes

An overview of process management

Using Audit Trail to track setup changes in a Process or a Flow.

Hands on 1 - using Workbench to get the details of a process

Hands on 2 - using custom labels in Process Builder

Creating a custom label

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

Creating a custom permission

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

Reordering the criteria node in Process Builder

Hands on 9 - creating reusable processes using an invocable process

Creating a master process to call an invocable process

Hands on 10 - using custom metadata types in a Flow

Launching the Flow from Process Builder

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Index.

Notes:

Description based on print version record.

ISBN:

9781789349658

1789349656

OCLC:

1048771818