Rakesh Gupta - Salesforce Process Builder Quick Start Guide: Build complex workflows by clicking, not coding

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First published: July 2018

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If you have ever had a question about Salesforce Process Automation and searched the web or the Salesforce Trailblazer Community for answers, you have likely already come across Rakesh Gupta. Rakesh runs the automationchampion.com blog, co-hosts the Salesforce Automation Hour webinar series, is a four-time Salesforce MVP, leads the Mumbai Salesforce User Group and contributed to more than 100 "best-answers' in the Trailblazer Community. In short, he is the definition of an expert on Salesforce Process Automation and I would be hard-pressed to find someone better suited to author this book.

At Salesforce we know that customers expect seamless experiences, and customer expectations are rising rapidly now that we are in the fourth industrial revolution. However, providing seamless, automated customer experiences has historically been challenging, time-consuming and code heavy. This is why Salesforce has invested in point-and-click tools like Process Builder and Flow to enable you to declaratively configure process logic, integrate multiple systems and deliver rich user experiences. This book is an invaluable resource to learn Salesforce Process Builder so you too can deliver seamless, automated experiences to your customers.

In my own experience, as I have worked with customers, admins and MVPs on Process Builder and Flow, I have found the content that Rakesh has authored to be a great resource a tailor-made set of answers to many common questions and best practices about these Salesforce platform services. His dedication to sharing his knowledge and inspiring the Salesforce Ohana is incredible and it's an immense pleasure for me, as the product manager for Process Automation at Salesforce, to write the foreword for this book.

Arnab Bose
VP, Product Management, Salesforce.

Rakesh Gupta is best known as an automation champion in the Salesforce ecosystem. He has written over 150 articles on Visual Workflow and Process Builder to show how someone can use Visual Workflow and Process Builder to minimize code usage. He is one of the Visual Workflow and Process Builder experts in the industry. He has trained more than 700 individual professionals around the globe and conducted corporate training. Currently, Rakesh is working as a Salesforce solution architect consultant.

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Salesforce Management System is an information system used in Customer Relationship Management (CRM) to automate business processes like sales and marketing. Force.com built a powerful application, called Process Builder, to automate business processes.

Salesforce Process Builder Quick Start is a practical guide to turbo-charge your ability to learn process builder; once mastered, you will be able to develop custom applications in Salesforce with minimal code usage.

The book starts with an introduction to Process Builder. It focuses on the building blocks of creating Processes. Then, it will discuss varied applications of Process Builder to develop streamlined solutions. You will learn how to easily automate business processes and tackle complex business scenarios using Processes. The book explains the workings of the Process Builder so that you can create reusable processes. It also covers how you can migrate the existing Workflow Rules to one Process Builder.