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)

The various ways to invoke a Flow

As soon as you are done with Flow development, the next task is to configure Flow access for business users, so they can use it. There are various ways through which you can invoke/launch your Flows. They are as follows:

  • The Flow URL
  • From another Flow (as a Subflow)
  • A custom button or URL
  • The web or Visualforce tab
  • A combination of the Visualforce page and the site or customer portal and partner portal
  • The Login Flow
  • The Visualforce page
  • Inline Visualforce page
  • Salesforce1 navigation menu
  • From a Chatter Action
  • Embedding a Flow in Lightning Record page
  • Embedding a Flow in Lightning App page
  • Embedding a Flow in Lightning Home page
  • Embedding a Flow in Lightning for Outlook
  • Process Builder
  • The Apex start() method
  • Apex Trigger
  • The Invocable Action resource in the REST API