
Learn how the Salesforce Lightning Process Builder automates business processes with a visual, user-friendly interface, compare it to workflow, and build simple to complex processes including invoking flows.
Discover the Lightning Process Builder actions: create or update records (including related), launch flows, send emails, post to a chapter, and submit for approval, with some limitations.
Learn to use the Salesforce Lightning Process Builder to automatically copy an account phone to the related contact's assistant phone field when the account is activated and its phone changes.
Clone a process in process builder to modify it without impacting the active version and validate multi-criteria conditions that auto-update fields like the phone and billing country.
Learn how to post opportunity details to a Chatter group using the Salesforce Lightning Process Builder when the opportunity amount exceeds 1 million.
Create and configure a Process Builder action to email the opportunity account owner when an opportunity exceeds 1 million, using a custom email template and alert.
Learn to clone an active Salesforce process to add an email alert that sends to the account owner when an opportunity exceeds 1 million and is linked to an account.
Add custom fields to the account object: a status picklist with new, in good standing, at risk, and closed, plus an account at risk reason text area.
Build a Salesforce process with process builder on case object to set account at risk flag when an sla violation occurs, updating case and account with at risk reason.
Define the first criteria in Salesforce Lightning Process Builder to trigger actions when the SLA violation flag is true and account at risk is false, updating case and account fields.
Update case and account records with Salesforce process builder when criteria are met, setting the case at risk and account status and copying the risk reason.
Lightning Process Builder offers visual development and easy maintenance, enabling create and update actions across standard and custom objects, but it supports only one object and risks infinite loops.
Test business scenario by using process builder to auto-submit cases for approval when account at risk is true, routing to the case owner's manager and updating risk status and reason.
Learn how to invoke autolaunched flows using the Process Builder, recognizing that only autolaunched flows can be invoked, and that such flows must omit screen elements.
Learn to build a Salesforce auto launched flow by creating account id and account plan id variables, linking an account plan to high value accounts, and planning quarterly strategy records.
Learn to invoke an autolaunched flow from process builder for high value accounts by setting revenue-based criteria and passing the account ID to create account plans and strategies.
Assignment
Extend the lightning process builder by invoking Apex code to handle complex logic, with coverage of Apex basics, Developer Console, and options to run Apex from the process builder.
Learn how to call an Apex class from Lightning Process Builder to update related contracts when an account status changes to closed, using an invocable method.
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.