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)

Designing the Flow

Now, we will discuss how to use these building blocks to design the Flow using a few recipes. It is recommended that 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 Developer account to practice the examples covered in this book.

Hands on 1 - displaying a logged-in user ID

Let's start with an example: Sara Bareilles is working as a system administrator in Universal Containers. She wants to develop a Flow to display logged-in user IDs on a Screen element. To develop the Flow, follow these instructions:

  1. Navigate to Setup | Build | Create | Workflow & Approvals | Flows.
  2. Click on the New Flow button; it will open the Flow canvas...