Salesforce Lightning Process Builder from Basic to Advance
4.4 (153 ratings)
Course Ratings are calculated from individual students’ ratings and a variety of other signals, like age of rating and reliability, to ensure that they reflect course quality fairly and accurately.
1,139 students enrolled

Salesforce Lightning Process Builder from Basic to Advance

Automate Business Process with Process Builder
4.4 (153 ratings)
Course Ratings are calculated from individual students’ ratings and a variety of other signals, like age of rating and reliability, to ensure that they reflect course quality fairly and accurately.
1,139 students enrolled
Created by Deepika Khanna
Last updated 1/2019
English
English [Auto]
Current price: $65.99 Original price: $94.99 Discount: 31% off
5 hours left at this price!
30-Day Money-Back Guarantee
This course includes
  • 6.5 hours on-demand video
  • 5 articles
  • 7 downloadable resources
  • Full lifetime access
  • Access on mobile and TV
  • Certificate of Completion
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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.
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

### Enroll in the NEW Salesforce Lightning Web Component Development Course ####


Note: This course doesn't require any programming or coding skills.

This course will acts as both a reference for the Salesforce administrator and a configuration guide for the newbie customer who want to develop an application in Salesforce without code using Process Builder. 

  1. This course covers all the features of Lightning Process Builder.

  2. This course covers real-time scenarios so that you can get a feel of working with real time business processes. 

  3. At the end of every module, you will find key points and exercises for practice.


The course is divided into multiple modules.Below is a quick overview of the course:

This 1st module, "Lightning Process Builder Basics"  covers the basics of Lightning Process Builder,actions to perform using process builder, various use cases of process builder, and we will also cover the UI for process builder.

In the second module,"Creating Simple Processes using Lightning Process Builder" we will cover some simple business processes which we will build using process builder. After completion of this module,  you will get  clear-cut idea of how to automate business processes using process builder and minimize the need for Apex code.

In the 3rd module,"Cloning a Process in Process Builder"  we will learn about how to clone a process . Once you have activated the process, it doesn't allow you to make any changes to it. If you want to make any changes to the active process, then you have to clone it and save it either a New version or a New process.

In the fourth module, "Notifications with Lightning Process Builder"  we will cover different ways of notifying people when something occurs. Lightning process builder can be used to send out notifications. We will cover business processes to send email alerts and chatter post  to notify the users. We will also see how to schedule actions in a process.

In the fifth module, "Cross-Object Updates with Lightning Process Builder" , we will wall through an example process that will work off an object and do some field updates on it. This process will also make field updates on an entirely different object that is related to it. We will be working with Salesforce in a new way that was not possible before without the aid of custom development such as an Apex Trigger. 

In the 6th module "Approval Process with  Lightning Process Builder"  we will cover approvals and how Lightning Process Builder works to augment the features already existing in Salesforce Approval Processes. In this module, we will dive into the capabilities and limitations that exist currently in Lightning Process Builder when it comes to implementing an Approval process. We will also build an example process where we implement an approval process that in the past would require custom Apex development to achieve.

In the seventh module "Calling Autolaunched Flows": Sometimes requirements become complicated and we reach the limit of what can be done in a process. At that point, though,  Lightning  Process Builder allows for other options to call out to different features of Salesforce. In this section, we will learn about how to invoke auto-launched flows from process builder. 

In the 8th module "Extend Lightning Process Builder with Apex", we will focus on how to invoke Apex code from Lightning Process Builder.

At the end of the course you will be an expert at Lightning Process Builder and you will be able to build simple to complex business processes in process Builder. 


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
Course content
Expand all 53 lectures 06:18:44
+ Lightning Process Builder Basics
5 lectures 37:03
Create Salesforce Developer account
03:55
Overview of Lightning Process Builder
08:17
What actions we can perform using process builder?
11:50
+ Cloning a Process in Process Builder
2 lectures 15:39
Hands On 3: Cloning a process in Process Builder
08:47
How to clone a process in process builder?
06:52
+ Notifications with Lightning Process Builder
9 lectures 56:09
Hands on 4: Posting to Chatter group using Lightning Process Builder
11:20
Test Post to Chatter process
04:22
Hands on 5: Sending an e-mail to the opportunity owner
07:36
Step 1: Create an Email Alert
02:13
Business Scenario: sending an e-mail to the opportunity owner
06:19
Test Send email
06:28
How to Schedule Actions for future use in Process Builder
11:41
Difference between Process Builder and Workflow?
06:09
Assignment 2
00:01
+ Cross-Object Updates with Lightning Process Builder
9 lectures 01:12:56
Complex Business Scenario: Cross-Object Updates with Lightning Process Builder
14:54
Prerequisites : Adding custom fields on the Account Object
06:36
Prerequisites: Adding Custom fields on Case Object
07:09
Business Scenario: Set Account at Risk from Case Process
05:57
First Criterion - Is SLA in Violation?
05:01
Updating fields on Account and Case object using Process builder
10:30
Second Criterion - Is Account at Risk?
08:17
Test the complex process
07:01
Strengths and Weakness of Process Builder
07:31
+ Approval Process with Lightning Process Builder
7 lectures 54:05
What is an Approval Process?
09:12
Business Scenario: Approval Process with Lightning Process Builder
04:49
Prerequisite: Custom field on Case object
02:40
Setup the Approval Process
14:32
Submit for Approval Action
13:15
Test the Business Scenario
09:37
Assignment 3
00:00
+ Calling Autolaunched Flows using Lightning Process Builder
9 lectures 01:00:14
Calling Autolaunched Flows using Process Builder
03:18
Overview of Autolaunched Flow UI
02:27
Figuring out Requirements and Design for Autolaunched Flow
06:54
Prerequisite: Creating custom object Account Plan And Account Strategy
10:39
Creating Flow variables
10:09
Building the Autolaunched flow in visual Workflow
10:17
Invoking the Autolaunched flow from process builder
11:00
Test Auto-launched flow
05:30

Assignment

Assignment 4
00:00
+ Extend Lightning Process Builder with Apex
6 lectures 47:33
Extend Lightning Process Builder with Apex
05:58
Invocable method in Salesforce @InvocableMethod
04:33
Business Scenario: Using Apex in Process
09:08
Create the Apex class
09:58
Calling Apex from Lightning Process Builder
09:28
Test the process
08:28
+ BONUS MATERIAL
1 lecture 00:03
Bonus Lecture: Discount coupon code to other courses
00:03