Salesforce Process Builder Quick Start Guide : Build Complex Workflows by Clicking, Not Coding.

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Salesforce Management System is an information system used in CRM to automate business processes like 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.

Detalles Bibliográficos
Clasificación:Libro Electrónico
Autor principal: Gupta, Rakesh
Formato: Electrónico eBook
Idioma:Inglés
Publicado: Birmingham : Packt Publishing Ltd, 2018.
Temas:
Salesforce (Online service)
Customer relations > Management > Data processing.
Marketing > Management > Data processing.
Sales management > Data processing.
Salesforce (Serveur)
Ventes > Gestion > Informatique.
Customer relations > Management > Data processing
Marketing > Management > Data processing
Sales management > Data processing
Acceso en línea:Texto completo
Tabla de Contenidos:
  • 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 processActivating 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 ProcessesDistributing 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; A few points to remember; Summary; 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 processHands 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 processCreating a master process to call an invocable process; Hands on 10
  • using custom metadata types in a Flow; Launching the Flow from Process Builder; A few points to remember; Exercises; Summary; Other Books You May Enjoy; Index.

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