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)

Manipulating Records in Visual Workflow

In the previous chapter, we discussed the various building blocks of the Flow design. We also discussed how to use the Decision element to display different screens to users based on the conditions. You also learned how to use choice, dynamic record choice, and picklist choice in a Flow. In this chapter, we will discuss how easily we can create, update, or delete records without using Apex, and we will also look at the various ways to invoke/trigger the Flow. This chapter will mainly focus on manipulating data in Salesforce. The following topics will be covered in this chapter:

  • Creating the building blocks of a Flow
    • Creating a constant
    • Creating a text template
  • Manipulating data: In this subtopic, we will cover the following:
    • Creating leads
    • Adding leads to a campaign
    • Quickly updating an account
    • Cleaning Chatter feeds
    • Adding an image to display text
    • Saving data in a feedback...