Lightning Process Builder Basics

Create Salesforce Developer account

Overview of Lightning Process Builder

What actions we can perform using process builder?

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

Test the Process

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

Test the Auto update process

Hands On 3: Cloning a process in Process Builder

How to clone a process in process builder?

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

Test Post to Chatter process

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

Step 1: Create an Email Alert

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

Test Send email

How to Schedule Actions for future use in Process Builder

Difference between Process Builder and Workflow?

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

Prerequisites : Adding custom fields on the Account Object

Prerequisites: Adding Custom fields on Case Object

Business Scenario: Set Account at Risk from Case Process

First Criterion - Is SLA in Violation?

Updating fields on Account and Case object using Process builder

Second Criterion - Is Account at Risk?

Test the complex process

Strengths and Weakness of Process Builder

What is an Approval Process?

Business Scenario: Approval Process with Lightning Process Builder

Prerequisite: Custom field on Case object

Setup the Approval Process

Submit for Approval Action

Test the Business Scenario

Calling Autolaunched Flows using Process Builder

Overview of Autolaunched Flow UI

Figuring out Requirements and Design for Autolaunched Flow

Prerequisite: Creating custom object Account Plan And Account Strategy

Creating Flow variables

Building the Autolaunched flow in visual Workflow

Invoking the Autolaunched flow from process builder

Test Auto-launched flow

Extend Lightning Process Builder with Apex

Invocable method in Salesforce @InvocableMethod

Business Scenario: Using Apex in Process

Create the Apex class

Calling Apex from Lightning Process Builder

Test the process