Sorry, your browser is not supported
To have the best experience using Skillshare, we recommend that you use one of these supported browsers.

Salesforce Lightning Process Builder : Automate your business processes using Process Builder

Deepika Khanna

Play Speed
  • 0.5x
  • 1x (Normal)
  • 1.25x
  • 1.5x
  • 2x
48 Videos (6h 19m)
    • Introduction Video

      5:15
    • Lightning Process Builder Basics

      7:46
    • Create Salesforce Developer account

      3:55
    • Overview of Lightning Process Builder

      8:17
    • What actions we can perform using process builder?

      11:50
    • Hands On Exercise 1: Auto create a record using Lightning Process Builder

      14:11
    • Test the Process

      3:15
    • Hands on 2: Auto Update Child Records using Lightning Process Builder

      12:19
    • Test the Auto update process

      5:15
    • Hands On 3: Cloning a process in Process Builder

      8:47
    • How to clone a process in process builder?

      6:52
    • Hands on 4: Posting to Chatter group using Lightning Process Builder

      11:20
    • Test Post to Chatter process

      4:22
    • Hands on 5: Sending an e-mail to the opportunity owner

      7:36
    • Step 1: Create an Email Alert

      2:13
    • Business Scenario: sending an e-mail to the opportunity owner

      6:19
    • Test Send email

      6:28
    • How to Schedule Actions for future use in Process Builder

      11:41
    • Difference between Process Builder and Workflow?

      6:09
    • Complex Business Scenario: Cross-Object Updates with Lightning Process Builder

      14:54
    • Prerequisites : Adding custom fields on the Account Object

      6:36
    • Prerequisites: Adding Custom fields on Case Object

      7:09
    • Business Scenario: Set Account at Risk from Case Process

      5:57
    • First Criterion - Is SLA in Violation?

      5:01
    • Updating fields on Account and Case object using Process builder

      10:30
    • Second Criterion - Is Account at Risk?

      8:17
    • Test the complex process

      7:01
    • Strengths and Weakness of Process Builder

      7:31
    • What is an Approval Process?

      9:12
    • Business Scenario: Approval Process with Lightning Process Builder

      4:49
    • Prerequisite: Custom field on Case object

      2:40
    • Setup the Approval Process

      14:32
    • Submit for Approval Action

      13:15
    • Test the Business Scenario

      9:37
    • Calling Autolaunched Flows using Process Builder

      3:18
    • Overview of Autolaunched Flow UI

      2:27
    • Figuring out Requirements and Design for Autolaunched Flow

      6:54
    • Prerequisite: Creating custom object Account Plan And Account Strategy

      10:39
    • Creating Flow variables

      10:09
    • Building the Autolaunched flow in visual Workflow

      10:17
    • Invoking the Autolaunched flow from process builder

      11:00
    • Test Auto-launched flow

      5:30
    • Extend Lightning Process Builder with Apex

      5:58
    • Invocable method in Salesforce @InvocableMethod

      4:33
    • Business Scenario: Using Apex in Process

      9:08
    • Create the Apex class

      9:58
    • Calling Apex from Lightning Process Builder

      9:28
    • Test the process

      8:28