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.