Salesforce Lightning Process Builder With Real Time Examples

Learn Salesforce Lightning Process Builder and automate business process efficiently

4.60 (27 reviews)
Udemy
platform
English
language
Development Tools
category
instructor
Salesforce Lightning Process Builder With Real Time Examples
186
students
6 hours
content
Jun 2022
last update
$19.99
regular price

What you will learn

Salesforce Process Builder

salesforce lightning

Real time examples with process builder

Students will be able to build simple to complex business processes using Process builder

Invoke apex code from Processes

Updating Child record from process builder

How to post to chatter from Process builder

Scheduled automated action from process builder

Auto launch flow use in process builder

Invoke Approval process from process builder

Use quick action in process builder

Schedule and organize multiple actions in process builder

Invocable process to reuse in another process

Audit Trail and Workbench with process builder

efficient debug of your processes

best practices to follow for process builder

Updated release points align with salesforce releases

Description

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!!

Content

What Is Salesforce Lightning Process Builder?

What Is Salesforce Lightning Process Builder?

Different Automation Tool and its Supported Actions

Different Automation Tool and its Supported Actions

Major Advantage of Process Builder Over Other Automation tool

Major Advantage of Process Builder Over Other Automation tool

Overview of Process Builder UI and its Various Options

Overview of Process Builder UI and its Various Options

Create Our First Process to Automate Create Record action

Define Our Process and Evaluation Criteria to automate Record Creation action
Adding Criteria to our Process to automate Record creation
Adding Record Creation action to Our Process
Activate the Process and Test to Create Record from Process

Deleting a Process Version or Deactivating Process

Deleting a Process Version or Deactivating Process

Update child Record from Process

Update child Record from Process

Clone process and update process criteria to update the child record

Clone process and update process criteria to update the child record

Chatter Post to User Record

Chatter Post to User Record

Chatter Post to chatter group

Chatter Post to chatter group

Scheduled action in process builder and send Email alert with process builder

Scheduled action in process builder and send Email alert with process builder

Invocable Method in Process Builder

Invocable Method in Process Builder

Important Consideration on Invocable Methods

Important Consideration on Invocable Methods

Invoke Apex Method from Process Builder

Invoke Apex Method from Process Builder

Create Approval process to use in Process builder

Create Approval process to use in Process builder

Invoke Approval process from process builder

Invoke Approval process from process builder

using a quick action to add a record to a Chatter group

using a quick action to add a record to a Chatter group

Schedule Multiple Action In Process Builder

Schedule Multiple Action In Process Builder

Use Multiple criteria in Process builder

Use Multiple criteria in Process builder

Invocable process to reuse in another process

Invocable process to reuse in another process

Introduction To AutoLaunch Flow which can be invoked from Process

Introduction To AutoLaunch Flow which can be invoked from Process

Autolaunch flow to create opportunity account chatter post

Autolaunch flow to create opportunity account chatter post

Invoke AutoLaunch Flow from Process Builder

Invoke AutoLaunch Flow from Process Builder

Audit trail and Workbench with Process Builder

Audit trail and Workbench with Process Builder

Debug Your Process in efficient way

Debug Your Process in efficient way

Best practice for process builder

Best practice for process builder

Reviews

Yakub
August 18, 2021
All the real time uses of process buider covered nicely in an interesting passion. Happy to enrolled for this course.
Oscar
February 7, 2021
The audio on the course is very low. It is many times very hard to hear what is being said. The content so far is pretty good and the user can learn from the course. However, I have a hard time with low volume and the accent to a lesser degree. Still useful course.
Varun
September 5, 2020
Content is Good. The explanation could be better. Debugging in the Success scenario. Is it possible to get logs even in the success scenario? Can we see if any of the criteria got satisfied or not? Which branch of the PB got executed? Can we get this info in Debug logs? Platform Events could have been covered.
Sfdclearning
June 22, 2020
The concepts are very well explained with real time examples. Helped us to gain a good understanding of the Salesforce Automation business process.

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Related Topics

3204522
udemy ID
6/4/2020
course created date
7/24/2020
course indexed date
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