Book

Salesforce Process Builder Quick Start Guide

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.

Offered byPackt Logo

Difficulty Level

Intermediate

Completion Time

5h40m

Language

English

About Book

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.

Who Is This Book 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.

Book content

3 chapters 5h40m total length

Getting Started with Lightning Process Builder

Deploying, Distributing, and Debugging Processes

Building Efficient and Performance-Optimized Processes

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