Salesforce Process Builder Quick Start Guide
Improve your Salesforce Automation Skills
Click your way to automating business processes with Salesforce Process Builder
What can you learn from reading this book?
- 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
How to build a Process is not rocket science
This book is intended for those who want to use Process Builder to automate their business requirements by click, not code. Whether you are new to Salesforce or you are a seasoned expert, you want to master in Lightning Process Builder. Since Salesforce maintains an incredibly user-friendly interface, no previous experience in computer coding or programming is required. The things that you do require are your brain, your computer with a modern web browser, a free Salesforce developer org, and just basic knowledge of Salesforce.
Learn how to create a Process from Scratch
Salesforce Process Builder Quick Start is a practical guide to turbo-charge your ability to learn process builder; once mastered, you will be able to develop custom applications in Salesforce with minimal code usage.
The book also explains the workings of the Process Builder so that you can create reusable processes. It also covers how you can migrate the existing Workflow Rules to one Process Builder.
Learn. Practice. Succeed.
This Book will teach you how to mastering the Salesforce admin part, taking your skills as an administrator or developer and tuning them for the unique features of the Salesforce platform.
Chapter 1: Getting Started with Lightning Process Builder
Starts with basic knowledge of Salesforce Process Builder. We will then pick a few business examples and see how to use Process Builder instead of Apex code to solve them. We’ll then discuss the benefits of using Lightning Process Builder. You will also get an overview of the Process canvas and its features.
Chapter 2: Deploying, Distributing, and Debugging Processes
Serves as the climax of the book, where you will learn how to debug your process. We will also cover how to distribute your Process and setup recipients to receive process error emails.
Chapter 3: Building Efficient and Performance-Optimized Processes
Helps you understand Process Builder and its concepts, such as how to use Custom Metadata Types, Custom Permissions, and Custom Labels with Process Builder. We will also cover some key concepts, such as using multiple groups of actions and how to bypass Process Builder for a user or profile.
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