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Mastering Salesforce CRM Administration

You're reading from   Mastering Salesforce CRM Administration An Advanced Administration Certification Handbook

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Product type Paperback
Published in Mar 2017
Publisher
ISBN-13 9781786463180
Length 412 pages
Edition 1st Edition
Concepts
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Author (1):
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 Gupta Gupta
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Gupta
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Table of Contents (20) Chapters Close

Mastering Salesforce CRM Administration
Credits
Foreword
About the Author
About the Reviewers
www.PacktPub.com
Customer Feedback
Preface
1. A Deep Dive into the Salesforce Lightning Experience FREE CHAPTER 2. Security Settings in Salesforce 3. Territory Management 4. Extending Salesforce with Custom Objects and Applications 5. Getting More Value from Sales Cloud 6. Increasing Service Agent Productivity by Using Service Cloud 7. Optimizing Business Processes with Visual Workflow and Approval Processes 8. Automating Complex Business Processes 9. Analyzing Productivity with Reports and Dashboards 10. E-mail and Mobile Administration 11. Different Ways of Deploying an Application between Environments 12. Basics of Apex and Visualforce Page

Process Builder overview


Process Builder is an alternate way of automating your business processes by writing code. It is an advanced version of the Workflow Rule. Process Builder is created on top of Visual Workflow and Flow Trigger (Deprecated). Whenever you create a process by using the Process Builder, it will automatically create a Flow and a Flow Trigger (Deprecated) to call this Flow; this happens behind the scenes and users don't need to interact with these Flows.

Workflow Rule comes with several limitations, for example, it doesn't have an action to update child records, post to Chatter, and create a child record. Process Builder is available for the Lightning Enterprise, Lightning Unlimited, and Developer editions. It is also available for the Lightning Professional edition with a few limitations, for example, you can only have five active processes in the Lightning Professional edition. There are a few advantages of Process Builder, as follows:

  • You can define the complete process...

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