Salesforce Process Builder Quick Start Guide

封面

Title Page

Copyright and Credits

Salesforce Process Builder Quick Start Guide

Dedication

Packt Upsell

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Foreword

Contributors

About the author

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Preface

Who this book is for

What this book covers

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Conventions used

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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

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