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)

Who can run the Flow and how

There are various concepts related to who can run the Flow and how, what kind of permission is required to run a Flow, and what happens when an organization wants to open a Flow for external users or unauthenticated access. To see the Flow detail page, users must have the View Setup and Configuration system permission; users who have the Manage Force.com Flow system permission can open, create, delete, activate, deactivate, or delete Flows.

Debugging insufficient privileges on the custom button/link

Let's look at a business scenario. Helina Jolly is working as a system administrator in Universal Containers. She has developed a Flow, that is, Create Leads in Chapter 3, Manipulating Records in Visual Workflow, and embedded it into...