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, 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)

Getting Started with Visual Workflow

This chapter starts with an overview of Visual Workflow (also called Flow) and its benefits, which take the discussion forward to the various business requirements where we can use Flow. We will discuss various business problems and how we can develop an application without using code to solve them. By the end of this chapter, you will have learned various ways to invoke a Flow and the fundamentals of Visual Workflow.

In the next few chapters, you will be briefed about various concepts related to Visual Workflow and learn numerous ways to create point-and-click solutions without using code. We will also see different ways to streamline our sales process and automate our business process using a Flow. In the last few chapters, we will go through how to automatically launch a Flow using Process Builder, how to create reusable processes using Process Builder, and how to enable Visual Workflows to work with Lightning Experience.

We will cover the following topics in this chapter:

  • Business problems
  • The benefits of Visual Workflow
  • System requirements for using Visual Workflow
  • An overview of the Visual Workflow life cycle
  • An overview of the Cloud Flow Designer
  • An overview of Visual Workflow building blocks
  • The various ways to invoke a Flow
  • Visual Workflow outcome behavior

Visual Workflow is a drag and drop interface that allows you to automate business processes by creating applications using clicks not code. Using Visual Workflow, we can create, update, edit, and delete records as well as send e-mail, submit records for approval, post to chatter, and take user input in Salesforce and then make those Flows available to the business users or systems. Visual Workflow can execute business processes, interact with the database, invoke Apex classes (an Apex class implements the Process.Plugin interface), and create a series of screens to take user input in order to collect and update data in Salesforce; Flows can also be built with no user interface to allow them to be run from automated processes.