Skillshare - Lessons NewClasses

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

Deepika Khanna

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48 Lessons (6h 19m)
    • 1. Introduction Video

      5:15
    • 2. Lightning Process Builder Basics

      7:46
    • 3. Create Salesforce Developer account

      3:55
    • 4. Overview of Lightning Process Builder

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

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

      14:11
    • 7. Test the Process

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

      12:19
    • 9. Test the Auto update process

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

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

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

      11:20
    • 13. Test Post to Chatter process

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

      7:36
    • 15. Step 1: Create an Email Alert

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

      6:19
    • 17. Test Send email

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

      11:41
    • 19. Difference between Process Builder and Workflow?

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

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

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

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

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

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

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

      8:17
    • 27. Test the complex process

      7:01
    • 28. Strengths and Weakness of Process Builder

      7:31
    • 29. What is an Approval Process?

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

      4:49
    • 31. Prerequisite: Custom field on Case object

      2:40
    • 32. Setup the Approval Process

      14:32
    • 33. Submit for Approval Action

      13:15
    • 34. Test the Business Scenario

      9:37
    • 35. Calling Autolaunched Flows using Process Builder

      3:18
    • 36. Overview of Autolaunched Flow UI

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

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

      10:39
    • 39. Creating Flow variables

      10:09
    • 40. Building the Autolaunched flow in visual Workflow

      10:17
    • 41. Invoking the Autolaunched flow from process builder

      11:00
    • 42. Test Auto-launched flow

      5:30
    • 43. Extend Lightning Process Builder with Apex

      5:58
    • 44. Invocable method in Salesforce @InvocableMethod

      4:33
    • 45. Business Scenario: Using Apex in Process

      9:08
    • 46. Create the Apex class

      9:58
    • 47. Calling Apex from Lightning Process Builder

      9:28
    • 48. Test the process

      8:28