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)

Creating an Admin playground account

To get started with the topics in this book and practice them on your own, it is recommended you have access to a Salesforce Developer account. Using the Salesforce production instance is not essential for practicing. You can use the Salesforce Sandbox or Admin playground to practice the examples covered in this book.

If you currently do not have your own Admin playground, you can create a new Salesforce Admin playground. The Salesforce Admin playground is completely free and can be used to practice newly learned concepts, but you cannot use this for commercial purposes.

To create a Salesforce Admin playground, perform the following steps:

  1. Visit
  2. This will open a sign-up page for your free Admin playground account; it will display the following screen:
  1. Fill in the form and accept the master subscription agreement.
  2. Click on the Sign me up > button.
The Salesforce login ID (username) must be unique and in the form of an e-mail ID.

Once you register for the admin playground, will send you the login details on the e-mail ID you provided during registration. By following the instructions in the e-mail, you will be ready to get started with Salesforce.

Logging in to

Here, we will continue by logging in to

  • If you are logging into the Salesforce production or admin playground, go to
  • If you are logging into a Salesforce Sandbox instance, then go to
  • Once the login screen loads, provide your username and password
  • Salesforce may ask you to enter a verification code depending upon the organization's security and settings
  • After verification, you will be allowed to access Salesforce; and the next time you log in, Salesforce will not ask for the verification code

A new admin playground will be launched in Lightning Experience; ensure that you switch back to Salesforce Classic using the switcher, as shown in the following screenshot:

In Salesforce Classic, navigate to the Flow canvas by navigating to Setup | Build | Create | Workflow & Approvals | Flows and clicking on the New Flow button.