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Salesforce Lightning Process Builder from Basic to Advance
Highest Rated
Rating: 4.6 out of 5(202 ratings)
1,457 students

Salesforce Lightning Process Builder from Basic to Advance

Automate Business Process with Process Builder
Created byDeepika Khanna
Last updated 9/2024
English

What you'll learn

  • Students will be able to build simple to complex business processes using Process builder.
  • They will learn to build process with the help real-time business requirements.
  • Students will be able to master process builder.
  • They will learn to invoke flows using process builder.
  • They will learn to call apex code from process builder.
  • They will be able to post messages to chatter using process builder.
  • They will learn to send email alerts using process builder.

Course content

8 sections55 lectures6h 20m total length
  • Introduction Video5:15
  • Connect with me on LinkedIn0:34
  • Subscribe to my YouTube Channel0:48
  • Post a review on the course0:38
  • Lightning Process Builder Basics7:46
  • Create Salesforce Developer account3:55
  • Overview of Lightning Process Builder8:17
  • What actions we can perform using process builder?11:50

Requirements

  • This course assumes that the student has a beginning knowledge for Salesforce administration
  • This course assumes that the students can create custom objects, custom fields and approval process in Salesforce.
  • The course does not assume the student has any knowledge of coding with Apex but Salesforce developer who are familiar with Apex can learn a great deal by learning Lightning Process Builder because this gives the ability to create solutions faster with little to no coding involved.

Description

Automate Business Processes in Salesforce with Clicks, Not Code

Salesforce is the world’s #1 CRM platform, but its real power lies in automation. Businesses run faster, smarter, and more efficiently when repetitive processes are automated — and with Lightning Process Builder, you can achieve this without writing a single line of code.

This course is designed for Salesforce administrators, business analysts, consultants, and even beginners who want to master the art of automation. Whether you are just getting started or looking to advance your skills, this course will take you from the basics all the way to building complex, real-world business processes.

Why Take This Course?

Learning Lightning Process Builder will not only make you more effective at managing Salesforce but will also dramatically increase your value in the job market. Organizations worldwide are looking for professionals who can eliminate manual tasks, reduce errors, and improve productivity using Salesforce automation.

This course goes beyond theory. With real-world scenarios, practical exercises, and hands-on projects, you will gain the confidence to design and implement automation that drives real business results.

By the end of this course, you won’t just understand how Process Builder works — you will be an expert capable of creating everything from simple workflows to advanced, multi-step business processes.

What You’ll Learn

The course is divided into structured modules that build your expertise step by step:

  • Lightning Process Builder Basics – Learn the UI, actions, and common use cases

  • Creating Simple Processes – Automate everyday tasks with minimal effort

  • Cloning Processes – Learn how to modify and improve active processes

  • Notifications – Send email alerts, Chatter posts, and schedule actions automatically

  • Cross-Object Updates – Update fields across related objects without code

  • Approval Processes – Build approval flows that once required custom Apex code

  • Calling Autolaunched Flows – Extend Process Builder’s power by invoking Flows

  • Extending with Apex – Learn how to call custom Apex code when needed

Each module includes key points and exercises so you can practice and reinforce what you’ve learned.

Who This Course Is For

  • Salesforce Administrators who want to eliminate manual tasks with automation

  • Business Analysts and Consultants looking to deliver value without coding

  • Developers who want to save time by leveraging Process Builder before writing Apex

  • Customers and partners eager to customize Salesforce without technical complexity

  • Beginners who want a step-by-step introduction to Salesforce automation

Why Learn From This Course?

  • No programming or coding required

  • Real-time, business-focused scenarios you can apply immediately

  • Covers all features of Lightning Process Builder, from basics to advanced

  • Practical exercises at the end of each module to test your skills

  • A complete reference and hands-on guide for both beginners and experienced users

Take Control of Salesforce Automation

Automation is the key to unlocking the full power of Salesforce. With Lightning Process Builder, you can create solutions that save time, reduce errors, and empower your organization — all with clicks, not code.

Enroll now in Salesforce Lightning Process Builder from Basic to Advance and take the first step toward becoming an automation expert who can build business processes that truly make an impact.

Who this course is for:

  • This course is intended for students who want to use Lightning Process Builder to automate their business requirements by clicks not code.
  • No previous experience in computer coding or programming is required