Salesforce1 Process Builder Tutorial

The Salesforce1 Lightning Process Builder is a new workflow tool that helps anyone in your company quickly and easily automate business processes such as employee onboarding, and new customer onboarding - all without writing a single line of code. Creating new processes through a point and click interface helps you avoid repetitive time-consuming tasks so you can do more and go faster.

In Spring '15 the Lightning Process Builder will be Generally Available in Enterprise, Performance, Unlimited and Developer Edition Salesforce Environments.

In this tutorial, you use the Lightning Process Builder to build process used to manage a trip approval business process. The process automates multiple notifications and calendar updates triggered by a trip request. The process uses an installed custom object with related action to automate a business process, all without a single line of code.

What You Will Learn

• Install a private AppExchange package
• Create a custom lightning process
• Automate a chatter post
• Use the process builder to create and update an unrelated record
• Activate a lightning process
• Test the lightning process in a mobile environment

Browser Requirements

The following browsers are supported when working with Salesforce:

• Most recent version of Google Chrome
• Most recent version of Mozilla Firefox
• Most recent version of Safari
• Internet Explorer 7 or higher
• Additional browser support detailed here

Issues

• Please create an issue here if you run into any problem or if you have a suggestion to improve this workshop.
• You can also use the Comments section at the bottom of each module to ask a question or report a problem.