Book Image

Learning Salesforce Visual Workflow and Process Builder - Second Edition

By : Rakesh Gupta
Book Image

Learning Salesforce Visual Workflow and Process Builder - Second Edition

By: Rakesh Gupta

Overview of this book

Salesforce Management System is an information system used in CRM to automate the business processes like sales and marketing. To implement this, Force.com developed a powerful tool called Visual Workflow to automate business processes by creating applications also called Flows. Learning Salesforce Visual Workflow, Second Edition is a practical guide on Flows that will enable you to develop custom applications in Salesforce with minimized code usage. The book starts with an introduction to Visual Workflows that teaches all the building blocks of creating Flows and use it efficiently. You will learn how to easily automate business processes and tackle complex business scenarios using Flows. The book explains the working of the Process Builder so you can create reusable processes. The book also covers how you can integrate existing or newly created Flows with the Salesforce Lightening Experience. By the end of the book, you will get a clear understanding on how to use Flows and Process Builder in your organization to optimize code usage.

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Table of Contents (9 chapters)
Preface
Preface
What this book covers
What you need for this book
Who this book is for
Conventions
Reader feedback
Customer support
Free Chapter
1
Getting Started with Visual Workflow
Getting Started with Visual Workflow
Business problems
The benefits of Visual Workflow
System requirements for using Visual Workflow
An overview of the Visual Workflow lifecycle
An overview of the Cloud Flow Designer
An overview of the building blocks of Visual Workflow
The various ways to invoke a Flow
Visual Workflow outcome behavior
Creating an Admin playground account
Summary
2
Creating Flow through Point and Click
Creating Flow through Point and Click
Creating the building blocks of Flow
Allowing users to pause Flows
Designing the Flow
A few points to remember
Exercises
Summary
3
Manipulating Records in Visual Workflow
Manipulating Records in Visual Workflow
Creating the building blocks of a Flow
Creating a constant
Creating a Text Template
Manipulating the data
A few points to remember
Exercises
Summary
4
Debugging and New Ways to Call a Flow
Debugging and New Ways to Call a Flow
Debugging your Flow
Debug log
Who can run the Flow and how
Automating your business process
A few points to remember
Exercises
Summary
5
Developing Applications with Process Builder
Developing Applications with Process Builder
An overview of Process Builder
Differences between Process Builder and other tools
Creating applications with Process Builder
A few points to remember
Exercises
Summary
6
Building Efficient and Performance Optimized Processes
Building Efficient and Performance Optimized Processes
An overview of process management
Hands on 2 - using custom labels in Process Builder
Hands on 4 - calling an Apex class from Process Builder
Hands on 5 - bypass processes using Custom Permission
Hands on 7 - scheduling multiple groups of actions
Hands on 8 - executing multiple criteria of a process
Hands on 9 - creating reusable processes using invocable process
A few points to remember
Exercises
Summary
7
Building Applications without Code
Building Applications without Code
Distributing or deploying Flows and Processes
Hands on 2 - displaying messages after login
Hands on 4 - understanding Subflow and the Wait element
Hands on 6 - using custom metadata types in a Flow
Hands on 7 - creating scheduled jobs using a Flow
A few points to remember
Exercises
Summary
8
Enabling Flows to Work with Lightning Experience
Enabling Flows to Work with Lightning Experience
Lightning runtime experience for Flows
Hands on 4 - embedding a Flow into a Lightning Record Page
Hands on 6 - displaying a two-column Flow through a custom button
A few points to remember
Exercises
Summary

Creating a Text Template

A Text Template is used to create text for use in your Flow. It also allows you to use HTML tags in it; this means that along with plain text, we can also create colorful text, tables, and so on. For example, using this, we can create an e-mail template and use it to send e-mails to people who submitted their feedback on the survey form, Displaying feedback form based on age, which we created in Chapter 2, Creating Flow through Point and Click.

Let's look at a business scenario. Joe Thompson is working as a system administrator in Universal Containers. His next assignment is to create a Flow and add the customer details in a table on the screen. Now he is looking for a way in which he can create a colorful table (2 x 2 to display the first name and the last name) and add it to the screen.

To add a Text Template to your Flow, follow these instructions:

  1. Navigate to Setup | Build | Create...
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