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 the building blocks of Flow

In Chapter 1, Getting Started with Visual Workflow, we discussed the building blocks of Flow; for example, Flow elements, Flow resources, and Flow connectors. Before going ahead, you will first learn to create variables in Flow, and then we will discuss the other building blocks in upcoming chapters. The few building blocks we are going to discuss here are as follows:

  • Creating a variable
  • Creating a collection variable
  • Creating an SObject Variable
  • Creating an SObject Collection Variable

Creating a variable

A variable is used to store a value. You can use the variable throughout your Flow; for example, while creating a record, performing an update, or with delete operations.

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