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)

Summary

In this chapter, we went through various concepts related to debugging the Flow. In the beginning, we looked at who can run the Flow and the permissions required for it. We also covered the various ways to call a Flow. We discussed ways to set Flow variables values from the controller and ways to open Flow access for non-Salesforce users. Then, we moved forward and discussed ways to access Flow from Salesforce1 and use Flow though Inline Visualforce page. Finally, we discussed cross-object field reference in Flows and the key points related to manipulating the data. In the next chapter, we will discuss Process Builder and how this will help you automate your complex business process, for example, auto submit records into an approval process, and so on.