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Learning Salesforce Visual Workflow

By : Rakesh Gupta
Book Image

Learning Salesforce Visual Workflow

By: Rakesh Gupta

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Learning Salesforce Visual Workflow
Rakesh Gupta
Apr, 2015 | 264 pages
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Table of Contents (14 chapters)
Learning Salesforce Visual Workflow
Learning Salesforce Visual Workflow
Credits
Credits
Foreword
Foreword
About the Author
About the Author
About the Reviewers
About the Reviewers
www.PacktPub.com
www.PacktPub.com
Preface
Preface
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
Summary
2
Creating Flow through Point and Click
Creating Flow through Point and Click
Creating the building blocks of Flow
Creating a variable
Creating a collection variable
Creating an SObject Variable
Creating an SObject Collection Variable
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 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 settings in a Flow
Hands on 7 – creating schedule jobs using a Flow
A few points to remember
Exercises
Summary
Index
Index

A few points to remember

The following are some noteworthy points regarding Process Builder:

  1. A Process's API name must be less than, or equal to, 79 characters, and it's always associated with a single object.

  2. Process Builder is available only for Enterprise, Performance, Unlimited and Developer editions.

  3. Using Process Builder, you can't delete the records. If you want to do so, you have to use Flow with Process Builder.

  4. Process Builder doesn't allow the use of dynamic dates, unlike Workflow Rule. If you want to pass a dynamic date to a field in Process, then you need to create a Formula field and use it in Process Builder. For example, set a new Opportunity close date to 90 days from today. For this, create a Formula field in the Opportunity object as Today () + 90. In Process Builder, map the Opportunity close date with the Formula field.

  5. To set Text data field to blank, you can use {!$GlobalConstant.EmptyString}.

  6. The Process owner will receive an e-mail from Salesforce. If Process failed on...

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