
Learn to automate business processes with the Salesforce lightning process builder, using drag-and-drop flows, workflows, and approval processes, including invocation from other processes and platform events.
Explore the differences between Salesforce process builder, workflow, and flow, and compare drag-and-drop actions and real-time capabilities like email alerts, record updates, task creation, and outbound messages.
Discover the major advantages of the Salesforce process builder over other automation tools, featuring a single-screen visual designer, no-code actions, and support for lightning and classic experiences.
Discover the Salesforce Lightning process builder user interface and its options for automating business processes. Learn how to create, update, and approve records, activate processes, and define criteria-driven actions.
Explore how to define a Salesforce Lightning process builder to automate record creation, configure evaluation criteria, and trigger opportunities when account records change.
Learn to add criteria in Salesforce Lightning Process Builder to automate record creation, define conditions with logical operators, build formulas, and manage criteria with and without conditions.
Add record creation actions using Salesforce Lightning Process Builder to create opportunities linked to accounts, with time-based and immediate triggers and formula-driven field values.
Activate and test Salesforce process builder to automatically create records, define criteria and actions, and review history in Lightning and Classic.
Learn how to deactivate or delete a Salesforce Lightning Process Builder version in Process Builder, including activating, deactivating, deleting drafts, and handling pending items with real-time examples.
How to use the Salesforce lightning process builder to update child records from an account change, marking open opportunities as closed lost when the account becomes inactive.
Clone a Salesforce lightning process builder and update process criteria to automatically update child records, such as closing opportunities when an account becomes inactive.
Build a Salesforce Lightning process on the Opportunity object, set criteria like amount greater than 100,000, and post Chatter notifications to a user record or sales manager with opportunity links.
Automate your Business process without writing Single line code.
This course is for admins/developers who are interested to learn the new Lightning automation tools. Also This course designed from basic to expert level with many live examples and each explained in details with step by step implementation. This will help you to implement any real time business scenario. You will have full of expert in salesforce process builder to create any process automation with using all of process actions.
After completing this course, you'll be able to:-
Create Child Record with process without writing a single line code.
Update fields using Process Builder.
Auto Update Child Records using Lightning Process Builder
Email alert using lightning process builder
Scheduling emails
Auto Create Records
Auto Post to chatter
Auto submit records for approval
Invoking flow with process builder
Calling Apex class using Process builder
Debugging and deploying of Process builder in efficient way
Monitoring Scheduled action
The course is made very concisely keeping in mind that all the relevant information regarding salesforce lightning Process builder is covered. . Each and every topic is covered in very engaging and interesting manner. This course is not a power-point presentation but its a complete hands -on course so you can learn by doing.
At the end of the course you will be able to solve simple to complex business use cases using the Lightning Process Builder. I am updating this course on each release and will keep adding new content in this course regularly.
Happy Learning!!