Expanded Library

Salesforce Process Builder: Getting Started

by Scott Lee

Salesforce Process Builder is essential for any Salesforce specialist and allows quick creation of automation. This course will teach you the capabilities, limitations, some design best practices, and how to troubleshoot Process Builder.

What you'll learn

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.

About the author

Scott is the CEO of Elega Corporation, a videogame developer and educational content creator, and serves as a Salesforce architect primarily in the energy industry. He has produced business applications as a professional programmer for a decade across industries including litigation support, renewable energy, and natural gas using programming languages such as Python, Rust, C#, and database technologies. Under Elega Corporation, Scott is the lead designer and programmer on their city management ... more

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