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- Herausgeber: Packt Publishing
- Kategorie: Wissenschaft und neue Technologien
- Sprache: Englisch
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.
Das E-Book können Sie in Legimi-Apps oder einer beliebigen App lesen, die das folgende Format unterstützen:
Seitenzahl: 143
Veröffentlichungsjahr: 2018
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Salesforce Process Builder Quick Start Guide
Copyright © 2018 Packt Publishing
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Packt Publishing has endeavored to provide trademark information about all of the companies and products mentioned in this book by the appropriate use of capitals. However, Packt Publishing cannot guarantee the accuracy of this information.
Commissioning Editor: Richa TripathiAcquisition Editor: Noyonika DasContent Development Editor: Mohammed Yusuf ImaratwaleTechnical Editor: Shweta JadhavCopy Editor: Safis EditingProject Coordinator: Hardik BhindeProofreader: Safis EditingIndexer: Rekha NairGraphics: Jason MonteiroProduction Coordinator:Arvindkumar Gupta
First published: July 2018
Production reference: 1180718
Published by Packt Publishing Ltd. Livery Place 35 Livery Street Birmingham B3 2PB, UK.
ISBN 978-1-78934-431-8
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Foreword
If you have ever had a question about Salesforce Process Automation and searched the web or the Salesforce Trailblazer Community for answers, you have likely already come across Rakesh Gupta. Rakesh runs the automationchampion.com blog, co-hosts the Salesforce Automation Hour webinar series, is a four-time Salesforce MVP, leads the Mumbai Salesforce User Group and contributed to more than 100 "best-answers' in the Trailblazer Community. In short, he is the definition of an expert on Salesforce Process Automation and I would be hard-pressed to find someone better suited to author this book.
At Salesforce we know that customers expect seamless experiences, and customer expectations are rising rapidly now that we are in the fourth industrial revolution. However, providing seamless, automated customer experiences has historically been challenging, time-consuming and code heavy. This is why Salesforce has invested in point-and-click tools like Process Builder and Flow to enable you to declaratively configure process logic, integrate multiple systems and deliver rich user experiences. This book is an invaluable resource to learn Salesforce Process Builder so you too can deliver seamless, automated experiences to your customers.
In my own experience, as I have worked with customers, admins and MVPs on Process Builder and Flow, I have found the content that Rakesh has authored to be a great resource – a tailor-made set of answers to many common questions and best practices about these Salesforce platform services. His dedication to sharing his knowledge and inspiring the Salesforce Ohana is incredible and it's an immense pleasure for me, as the product manager for Process Automation at Salesforce, to write the foreword for this book.
Arnab Bose VP, Product Management, Salesforce.
Contributors
About the author
Rakesh Gupta is best known as an automation champion in the Salesforce ecosystem. He has written over 150 articles on Visual Workflow and Process Builder to show how someone can use Visual Workflow and Process Builder to minimize code usage. He is one of the Visual Workflow and Process Builder experts in the industry. He has trained more than 700 individual professionals around the globe and conducted corporate training. Currently, Rakesh is working as a Salesforce solution architect consultant.
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Table of Contents
Title Page
Copyright and Credits
Salesforce Process Builder Quick Start Guide
Dedication
Packt Upsell
Why subscribe?
PacktPub.com
Foreword
Contributors
About the author
Packt is searching for authors like you
Preface
Who this book is for
What this book covers
To get the most out of this book
Download the color images
Conventions used
Get in touch
Reviews
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 process
Activating 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
Deploying, Distributing, and Debugging Processes
Distributing 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
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 process
Hands 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 process
Creating 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
Leave a review - let other readers know what you think
Preface
Salesforce Management System is an information system used in Customer Relationship Management (CRM) to automate business processes like sales and marketing. Force.com built a powerful application, called Process Builder, to automate business processes.
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 starts with an introduction to Process Builder. It focuses on the building blocks of creating Processes. Then, it will discuss varied applications of Process Builder to develop 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 covers how you can migrate the existing Workflow Rules to one Process Builder.
By the end of the book, you will get a clear understanding of how to use Flows and Process Builder to optimize code usage.
Who this book is for
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 both Flow and 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.
What this book covers
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.
To get the most out of this book
All you need to get the most out of this book is your brain, your computer with a modern web browser, and a free Salesforce developer org. You can sign up for a free developer org athttps://developer.salesforce.com/signup.
Download the color images
We also provide a PDF file that has color images of the screenshots/diagrams used in this book. You can download it here: https://www.packtpub.com/sites/default/files/downloads/SalesforceProcessBuilderQuickStartGuide_ColorImages.pdf.
Conventions used
There are a number of text conventions used throughout this book.
CodeInText: Indicates code words in text, database table names, folder names, filenames, file extensions, pathnames, dummy URLs, user input, and Twitter handles. Here is an example: "Enter Add record to Chatter group as the action name, in this case."
Bold: Indicates a new term, an important word, or words that you see onscreen. For example, words in menus or dialog boxes appear in the text like this. Here is an example: "Select System info from the Administration panel."
Get in touch
Feedback from our readers is always welcome.
General feedback: Email [email protected] and mention the book title in the subject of your message. If you have questions about any aspect of this book, please email us at [email protected].
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Reviews
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Getting Started with Lightning Process Builder
This chapter will start with an overview of Process Builder and its benefits, followed by an illustration of how to use Process Builder to automate various business processes. By the end of the chapter, you will have learned how to use Lightning Process Builder's tools and many of its different elements.
In the next chapter, you will be briefed on various tips and tricks related to Process Builder, including how to debug and distribute a Process. You will also see different ways to streamline a sales process and to automate a business process. In the last chapter, we will go over how to create reusable processes using Process Builder, how to bypass Process Builder for a set of users, and much more.
The following topics will be covered in this chapter:
An overview of Process Builder
The differences between Process Builder and other tools
Creating applications with Process Builder
Various use cases of Process Builder
Limitations of Process Builder
Just to remind you, we will use Lightning Experience for all chapters.
An overview of Process Builder
Lightning Process Builder and Process Builder are the same tool. Process Builder provides a way to automate business processes. In other words, it is the upgraded version of the Workflow Rule. Whenever you create a process, the system automatically creates a Flow, and a Flow Trigger to call the Flow. This happens behind the scenes, and the user doesn't need to interact with the shadow Flows. The Workflow Rule has several limitations. It doesn't allow you to update child records. Also, it doesn't allow you to post to Chatter, create a child record on a specific action, or automatically submit a record for approval.
To overcome these limitations, Salesforce introduced Process Builder in its Spring 2015 release. There are a few advantages to Process Builder, which are as follows:
It allows you to create a complete process on a single screen, unlike in Workflow Rules, where you have to move from screen to screen to create a complete rule.
Its visual layouts allow you to create a complete process using point-and-click.
It helps you to minimize Apex code usage.
It allows you to call Apex from Process Builder, where Apex is still required.
It also allows you to create multiple scheduled actions for the criteria
from Process Builder
.
You can easily reorder process criteria with drag and drop.
It is also possible to execute multiple criteria of a process.
As of the Summer 2018 release, Process Builder runs in system mode, so object- and field-level permissions will be ignored for the user that triggers the process. Visual Workflow runs in user mode, which means that at runtime, the user that triggers the Flow, their access on the object, and field the level will be counted. However, if a process is launching a Flow, the whole automation will run in system mode. Let's look at an example; suppose that you are trying to update the opportunity Next Step field:
If you are using Process Builder
: If the running user doesn't have access to the
Next Step
