Creating applications with Process Builder
Before Process Builder was available, knowledge of Apex and Visualforce was required to automate complex business processes in Salesforce. After completion of this chapter, you will get a clear-cut idea of how to automate business processes using Process Builder and minimize the need for Apex code. Now we will discuss how to use Process Builder to automate business processes. Now onwards we will use Lightning Experience to create or manage processes using Process Builder and create or manage Visual Workflows.
Hands on 1 - auto create a child record
It's a common business requirement to auto create a child record whenever the parent record gets created. For example, as soon as an account gets activated, we need to auto create an Opportunity for that account and set the Opportunity close date to the last date of the current quarter. To satisfy these types of business requirements, a developer normally writes an Apex trigger, but there are few other...