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)

Visual Workflow outcome behavior

Lightning Experience is a new generation productive user interface designed to help your sales team to close more deals and sell quicker and smarter. With the Spring’16 release, Salesforce announced the Lightning edition of Sales and Service cloud. Lightning editions are a completely reimagined packaging of Sales and Service Cloud to offer additional functionality to their customers and increased productivity with a relatively small increase in cost. It might be possible that you have enabled Lightning Experience in your organization or are planning to enable it in the near future.

We now have two different outcome screen for flow, as mentioned here:

  • Salesforce classic outcome for Flows
  • Lightning Runtime for Flows

Lightning runtime for Flows allows you to create two column flows and embed a Flow in a third-party application, such as Microsoft Outlook. In chapter 8, Enabling Flows to Work with Lightning Experience, you will be briefed about the differences between these two outcome screens. We will also discuss what modifications you have to do in order to use your existing flows in Lightning Experience.