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)

Hands on 6 - using custom metadata types in a Flow

Custom metadata types are similar to custom objects. They allow application developers to create custom sets of data, as well as create and associate custom data with an organization. All custom metadata type data is available in the application cache, which allows efficient access without the cost of repeated queries to the database. It is mainly used to store information that will be frequently accessed from Apex code. It will perform better than a custom object as it doesn't have to be queried. Building a custom metadata types is very similar to building a custom object. The main difference that you will notice is the __mdt suffix at the end of the custom metadata type, as opposed to the usual __c for custom objects. As of the Summer'17 release, custom metadata is not yet available in Process Builder, but is available in Flow.

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