Salesforce allows us to create an app with point-and-click model. The beauty of Salesforce platform is that it has ‘Process Builder’ which allow us to automate process flows every easily without coding. Below is an example of the app objects that we are going to build.
We will build an app which can create a invoice on Salesforce. For simplicity, we do not focus on Invoice Line Item for this post.
It starts from Account -> Payment -> Transaction -> Invoice.
First, we will create Invoice object, and we specify auto number with a good format.
Make sure you select “Lunch New Customer Tab…”
Next, and next until finish and create new fields according to object schema above.
Repeat the same for other objects.
Add new relationship fields…