In this lesson we look at the help article links related to troubleshooting processes. This takes us down the path of the Debug Log and setting up what is known as a User Trace on ourselves. We then fire off a process by creating an opportunity that meets the criteria of our process and then look at the Debug Log.
Also mentioned is the standard object 3-digit prefixes that Salesforce employs. I discuss how you can figure out what type of object is in error messages based on the first three digits of the ID in question. This leads us down a rabbit hole of first hitting a knowledge article which then tells us to reference a website post from several years ago.
Reference:
Troubleshooting Processes -
https://help.salesforce.com/articleView?id=process_troubleshoot.htm&type=5
http://www.fishofprey.com/2011/09/obscure-salesforce-object-key-prefixes.html
https://help.salesforce.com/articleView?id=000325244&language=&type=1&mode=1
In this lesson we begin to look at the Flow Builder.
Flow Builder - https://help.salesforce.com/articleView?id=flow_builder.htm&type=5
Lightning Flow Module on Trailhead - https://trailhead.salesforce.com/en/content/learn/modules/business_process_automation
In this lesson we look at Flow Templates which are available from the AppExchange. We start the process of installing the Questionnaire App from 7Summits and explore the components included with the flow.
Resource:
Flow Solutions on AppExchange – https://appexchange.salesforce.com/appxStore?type...
Be sure you have the Flow User checkbox checked on your user account. In this lesson, we do just that.