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Salesforce Lightning Process Builder from Basic to Advance (Udemy.com)

Automate Business Process with Process Builder

Created by: Deepika Khanna

Last updated September 2024

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What you will learn

  • Students will be able to build simple to complex business processes using Process builder.
  • They will learn to build process with the help real-time business requirements.
  • Students will be able to master process builder.
  • They will learn to invoke flows using process builder.
  • They will learn to call apex code from process builder.
  • They will be able to post messages to chatter using process builder.
  • They will learn to send email alerts using process builder.

How it compares

Against the other 100 rated Udemy courses in Salesforce on CourseDuck:

  • Rating4.6 out of 5higher than 68% of them
  • Reviews202#78 of 101 by number of reviews
  • Length6.3 hoursshorter than 52% of them
  • Last updatedSeptember 2024earlier than 64% of them

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Course Description

Automate Business Processes in Salesforce with Clicks, Not Code

Salesforce is the world’s #1 CRM platform, but its real power lies in automation. Businesses run faster, smarter, and more efficiently when repetitive processes are automated — and with Lightning Process Builder, you can achieve this without writing a single line of code.

This course is designed for Salesforce administrators, business analysts, consultants, and even beginners who want to master the art of automation. Whether you are just getting started or looking to advance your skills, this course will take you from the basics all the way to building complex, real-world business processes.

Why Take This Course?

Learning Lightning Process Builder will not only make you more effective at managing Salesforce but will also dramatically increase your value in the job market. Organizations worldwide are looking for professionals who can eliminate manual tasks, reduce errors, and improve productivity using Salesforce automation.

This course goes beyond theory. With real-world scenarios, practical exercises, and hands-on projects, you will gain the confidence to design and implement automation that drives real business results.

By the end of this course, you won’t just understand how Process Builder works — you will be an expert capable of creating everything from simple workflows to advanced, multi-step business processes.

What You’ll Learn

The course is divided into structured modules that build your expertise step by step:

  • Lightning Process Builder Basics – Learn the UI, actions, and common use cases

  • Creating Simple Processes – Automate everyday tasks with minimal effort

  • Cloning Processes – Learn how to modify and improve active processes

  • Notifications – Send email alerts, Chatter posts, and schedule actions automatically

  • Cross-Object Updates – Update fields across related objects without code

  • Approval Processes – Build approval flows that once required custom Apex code

  • Calling Autolaunched Flows – Extend Process Builder’s power by invoking Flows

  • Extending with Apex – Learn how to call custom Apex code when needed

Each module includes key points and exercises so you can practice and reinforce what you’ve learned.

Who This Course Is For

  • Salesforce Administrators who want to eliminate manual tasks with automation

  • Business Analysts and Consultants looking to deliver value without coding

  • Developers who want to save time by leveraging Process Builder before writing Apex

  • Customers and partners eager to customize Salesforce without technical complexity

  • Beginners who want a step-by-step introduction to Salesforce automation

Why Learn From This Course?

  • No programming or coding required

  • Real-time, business-focused scenarios you can apply immediately

  • Covers all features of Lightning Process Builder, from basics to advanced

  • Practical exercises at the end of each module to test your skills

  • A complete reference and hands-on guide for both beginners and experienced users

Take Control of Salesforce Automation

Automation is the key to unlocking the full power of Salesforce. With Lightning Process Builder, you can create solutions that save time, reduce errors, and empower your organization — all with clicks, not code.

Enroll now in Salesforce Lightning Process Builder from Basic to Advance and take the first step toward becoming an automation expert who can build business processes that truly make an impact.

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Instructor Details

Deepika Khanna

Salesforce Instructor | Salesforce AI & Data Cloud Specialist | Oracle-Certified Java Developer

Hi, I'm Deepika Khanna — an Oracle-Certified Java/J2EE Developer and seasoned Salesforce AI Architect with over 200,000 students enrolled across 43+ top-rated courses on Udemy.

My mission is straightforward: to help you gain real-world, hands-on experience while preparing for high-impact Salesforce certifications that advance your career.

Over the years, I've helped thousands of learners pass their certifications on the first attempt — including the Salesforce Certified AI Associate, Salesforce Agentforce Specialist, Salesforce Data Cloud Consultant, and Salesforce Lightning Flow Automation.

With a strong foundation in Salesforce, Java, J2EE, and cloud technologies, every course I design is project-based, beginner-friendly, enterprise-relevant, and continuously updated to reflect the latest platform releases.

Why Learn with Me?

Rated 4.5 stars by over 48,000 reviewers, my courses have reached more than 200,000 students worldwide. I maintain a 90%+ certification pass rate by focusing on real projects rather than passive theory — giving you the practical skills employers and certification boards actually test for.

Top-Rated Courses

Salesforce Data Cloud Consultant Certification — Bestseller, 4.7 Stars

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Reviews

4.6

202 ratings on Udemy

Select a bar to show only those reviews.Select the bar again to show every rating.

By Ravi Grover on 11/12/2022

Deepika is great at teaching at simplifying hard concepts. He knowledge is second to none. I recommend this course for beginners of Salesforce Automation.

By Marcos Augusto Leal do Vale on 8/27/2021

The content is useful but is outdated.

By Dawid Sobkowiak on 9/29/2020

Deepika is really a good teacher. I like the way the lessons are setup always with a repeat of all important points, so that you heared a lesson once and it's programmed in your brain

By Kalpesh Agarwal on 7/19/2020

Great course. Very well explained. However request if we can get response to the questions asked in the Q&A which can help to further strengthen the understanding or the issue faced during the course

By Yaseen Khan on 6/16/2020

Excellent detailed explanation. Straight clear easy to understand sentences, to the point; even an 8 year old can understand. very well structured and organized, thank you.

By Monica R. on 5/1/2020

fantastic overview! great teacher / instructor..very clear, easy to follow, and thorough. i just purchased her other course on visual flow. yeah!

By Nikhil S on 2/3/2020

I had zero knowledge on Process Builder and I have learnt a lot on the subject in a very short time. Great course!!

By Suman K Tandon on 4/5/2019

the instructor knows the subject perfectly, the tutorial would have been much better , with more detailed teaching

By Mary Mendoza on 3/14/2019

I need this skill set for work and this is an excellent walk through, using various business scenarios or use cases to learn the material.

By Terry O'Berry on 9/18/2018

After doing trailheads for so long, this is the best instruction I have found. Engaging, paced well, detailed explanations. My only suggestion would be to include the solutions to the exercises.

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Quality Score

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Overall Score : 92 / 100