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Salesforce Process Builder Quick Start Guide - Build complex workflows by clicking, not coding (Paperback)
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Salesforce Process Builder Quick Start Guide - Build complex workflows by clicking, not coding (Paperback)
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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 DescriptionSalesforce
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 forThis 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.
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