Mastering Salesforce CRM Administration

Creating applications with Process Builder

To automate the complex business process in Salesforce, it is required that you must have Apex and Visualforce understanding. After completing this chapter, you will get an understanding of how to automate business processes using Process Builder without code.

Hands on 1 - auto creating a child record

It's a very common scenario to auto create a child record when a parent record gets updated and meets specific criteria. For example, as soon as an order gets delivered it will auto create an asset record it. To resolve these types of business scenarios, a developer usually writes an Apex trigger, but there are alternate ways through which you can achieve it, and that too, without writing the code, as follows: ...