Salesforce process builder quick start guide build complex workflows by clicking, not coding
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 Desc...
| Otros Autores: | |
|---|---|
| Formato: | Libro electrónico |
| Idioma: | Inglés |
| Publicado: |
Birmingham ; Mumbai :
Packt Publishing
2018.
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| Edición: | 1st edition |
| Materias: | |
| Ver en Biblioteca Universitat Ramon Llull: | https://discovery.url.edu/permalink/34CSUC_URL/1im36ta/alma991009630701106719 |
Tabla de Contenidos:
- Cover
- Title Page
- Copyright and Credits
- Dedication
- Packt Upsell
- Foreword
- Contributors
- Table of Contents
- Preface
- Chapter 1: 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
- Chapter 2: 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
- Chapter 3: 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
- Index.
