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)

Allowing users to pause Flows

You can allow your users to pause a Flow interview that they can’t finish at that time by customizing your organization’s process automation settings. A Flow interview is nothing but a running instance of a Flow. For example, a customer support agent can pause a Flow interview when they don't have the complete information for their customer. Perform the following steps to enable pause Flow options in your Salesforce organization:

  1. Navigate to Setup | Build | Create | Workflow & Approvals | Process Automation Settings.
  2. Select Let Users Pause Flows.
  3. Once you are done, click on the Save button.

If you pause a Flow interview, the data that was entered by you into the screen gets saved with the interview. So, when you resume later, you can use the data you entered, as long as the values are valid. Users can access paused interviews from the following locations: