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Salesforce Process Builder: Getting Started

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.

Scott Lee - Pluralsight course - Salesforce Process Builder: Getting Started
by Scott Lee

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.

Table of contents

About the author

Scott Lee - Pluralsight course - Salesforce Process Builder: Getting Started
Scott Lee

Scott is the director of Elega Corporation, which produces business applications and develops games. His development career was launched in the litigation support industry and has expanded to solar energy using Salesforce and its Apex programming language, Python, C#, and numerous kinds of integrated databases.

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