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所在平台: Udemy |
课程主页: https://www.udemy.com/course/salesforce-process-builder-flow-builder/
课程评论：没有评论
**课程名称：** Salesforce Process Builder & Flow Builder **课程概述：** 本课程是一门关于Salesforce自动化工具的入门课程，重点介绍Process Builder和Flow Builder。Process Builder是一款无需编写任何代码的自动化工具，可以帮助用户自动化业务流程。例如，当一个客户（Account）的地址发生变更时，可以自动更新该客户所有联系人（Contacts）的地址信息。 **主要内容：** * **Process Builder 的使用：** * Process Builder 是一个可视化、无需编码的点选式工具，能够方便地自动化“如果-则”逻辑的业务流程。 * 适用于在记录创建、记录更新或平台事件发生时自动启动的后台业务流程。 * **Salesforce Anywhere 操作：** * 可以将实时文档信息嵌入Salesforce，方便团队创建、讨论和执行客户计划、商机记录等。 * 可以根据Salesforce记录中的特定操作部署Salesforce Anywhere模板。 * 使用嵌入的Salesforce Anywhere文档（包含实时Salesforce数据）以及嵌入式聊天和对话。 * 避免数据复制粘贴或基于过时数据做出决策。 * **学习目标：** * 掌握如何使用Process Builder创建有组织的流程，并自动共享文档和信息。 * 了解如何使用标准的Salesforce Anywhere操作，将Salesforce Anywhere文档、电子表格、幻灯片、聊天室和通知集成到Salesforce实例中。
Introduction: Process Builder is a workflow tool that helps automate business processes without writing a single line of code. For example, imagine that a company you do business with (which we call an Account in Salesforce), changes its location. You'd want a way to automatically update the business address of all the people that work at that company (your Contacts).In this Quick Start, you'll do exactly that: create a new process that updates Contact records whenever the Account billing address changes. As you'll see, it's quite easy, and doesn't require a shred of code.Get Started with Process Builder: Process Builder is a point-and-click tool that lets you easily automate if/then business processes and see a graphical representation of your process as you build.Process BuilderUse Process Builder when you need to start a behind-the-scenes business process automatically. Processes can start when:A record is createdA record is updatedA platform event occursWhat can you do with Salesforce Anywhere actions? Consider these possibilities:Embed real-time document information inside Salesforce, so your teams can easily create, discuss, and execute on Account Plans, Opportunity Notes, and more.Deploy Salesforce Anywhere templates based on specific actions taken in their connected Salesforce records.Use embedded Salesforce Anywhere docs with live Salesforce data and embedded chats and conversation.Stop copy/pasting data or making decisions based on stale data.After completing this unit, you'll be able to:Understand how to use Process Builder to create organized workflows and automatically share documents and information.Explain how to use standard Salesforce Anywhere actions to add Salesforce Anywhere documents, spreadsheets, slides, chatrooms, and notifications into Salesforce instances.
