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.