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.
Table of Contents (9 chapters)

Exercises

  1. Create a one-step Approval Process for the account to get an approval from the CEO once an account becomes active. Use Process Builder to automatically submit an account for approval once it gets activated.
  1. Automatically update the lead rating to Warm whenever the lead status gets updated to Working—Contacted.
  2. Develop an application using Flow and Process Builder. It will automatically remove all the followers except the opportunity owner from an Opportunity once its stage is updated to Closed-Won or Closed-Lost.
  3. Automatically create a child case whenever a case is created with the High priority. Use the following information to create the child case:
    • Status: New
    • Priority: Medium
    • Case Origin: Phone
    • Associate it with a high priority case
  1. Create a one-step Approval Process for the account to get an approval from the CEO once an account becomes active. Use Process Builder to automatically submit...