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Salesforce Process Builder Quick Start Guide

You're reading from   Salesforce Process Builder Quick Start Guide Build complex workflows by clicking, not coding

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Product type Paperback
Published in Jul 2018
Publisher
ISBN-13 9781789344318
Length 170 pages
Edition 1st Edition
Concepts
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Author (1):
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Rakesh Gupta Rakesh Gupta
Author Profile Icon Rakesh Gupta
Rakesh Gupta
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An overview of process management

Now that you have an understanding of Process Builder, you know that it is a tool that allows you to streamline business processes without writing code. You can also use it to view your business process visually. The process management page allows you to see all of the processes in the current Salesforce organization. The process management page provides the following options:

  • Creating a new process.
  • Editing a process.
  • Deleting an inactive process, or its version.
  • Checking the statuses of processes that have been created for the current organization.
  • Sorting the processes by name, description, object, last modified date, or status.

Your process management page should look like the following screenshot:

The process management page displays the fields: PROCESS, DESCRIPTION, OBJECT, PROCESS TYPE, LAST MODIFIED, STATUS, and...

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