This introductory video tutorial will teach you to use Salesforce Process Builder with point-and-click automation by enacting immediate or scheduled actions.
Salesforce Process Builder can be used to produce entire applications without code. In this course, Salesforce Process Builder: Getting Started, you’ll learn how Process Builder flows allow you to automate using point-and-click automation by enacting immediate or scheduled actions, submitting records for approval, launching visual workflows, creating and updating records, and more. First, you’ll examine Process Builder at a high level: what it is, where it fits into the rest of Salesforce, and when to use it. Next, you’ll learn how to set up your own Process Builder processes while prototyping the beginnings of a billing solution. Finally, you’ll dive into troubleshooting Process Builder so you can fix problems when they arise. No Salesforce specialist’s skill set is complete without Process Builder, and by the end of this course you’ll understand the core fundamentals and be able to move on to more advanced applications. Topics:
- Course Overview
- Understanding Process Builder at a High Level
- Creating Your First Process
- Building Your Own Start-up App with Process Builder
- Troubleshooting Processes
- Conclusion and Moving Forward