Episode 5 – Automating Business Processes Part – 1

This episode talks about the declarative tools available on Salesforce to automate and orchestrate business processes involving business logic. In this episode we will talk about Automating Processes using Process builder and workflow.

In Episode 5, we will cover the following topics

  • What is a Business Process?
  • Automating Processes using
    • Workflow Rule
    • Process Builder
    • Email Templates
  • Q & A

What Are Business Processes

Business process is a series of steps performed by a group of stakeholders to achieve a concrete goal. It is a backbone of an organization.

Salesforce Workflow Automation

Workflow Rules are automated processes to send E-mails alerts, assign tasks, update fields on trigger criteria based requirements

Process Builders

Salesforce process builder is a powerful tool you can use to automate business processes. It has a simple interface that allows you to point and click to select objects and fields while setting up immediate and time-based actions. Process builder allows you to do more than a simple workflow would

Email Templates

Use email templates to save time and standardize email sent by you or others in your organization. Use merge fields or enhanced letterhead if you need them

Here is recording of session.

Episode 5 was presented by Atul Rajguru on Aug 7, 2019 at 7 PM Indian Standard Time.

Further Learning

1) Customize an Org to Support a New Business Unit
2) Quick Start: Process Builder

Here is playlist link for all recording. Please check Episode 6 to learn about “Automating Business Processes with Salesforce – Part 2” .

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