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)

An overview of the Visual Workflow lifecycle

The Cloud Flow Designer is a tool to create Flows, configure screens, and define business logic for your Flows without writing a single line of code. Visual Workflow has three different parts, which are as follows:

  • Design: This allows you to create the Flows using the Flow Designer, which has a drag and drop user interface that allows you to draw the Flow structure and configure how it runs, without writing a single line of code.
  • Administration: Once you have created a Flow, you can manage it, edit its properties, activate, deactivate, delete, save as a new version or new Flow, or run it as well.
  • Runtime: A Flow user can run the active Flow from a custom button, link, Visualforce page, or directly from the Flow URL. If it is Autolaunch Flow, then systems can run active Flows through Process Builder or an Apex class.