Salesforce Process Builder Quick Start Guide: Build complex workflows by clicking, not coding

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Deploying, Distributing, and Debugging Processes

In the previous chapter, we took a look at Process Builder. We learned the difference between automation tools such as Flow, Process Builder, and Workflow Rule. We also discussed the various actions available in Process Builder. In this chapter, we will discuss the various ways to distribute Processes. We will also discuss how you debug your Process and forward a Flow or Process error email to other users or the internal IT team. The following topics will be covered in this chapter:

Distributing or deploying Processes
Debugging your Process
Designating a recipient to receive Process error emails

Before going ahead, let me remind you that 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...

Key benefits

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

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

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