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 a constant

A constant is used to store a fixed value. A constant value can't be changed throughout the execution once it has been assigned a value. You can use the constant all over your Flow, for example, while creating a record, performing an update, or with delete operations.

Let's look at a business scenario. Alice Atwood is working as a system administrator in Universal Containers. Currently, she is developing a Visual Workflow and wants to create a constant that can be used to store an organization's name.

To add a constant to your Flow, follow these instructions:

  1. Navigate to Setup | Build | Create | Workflow & Approvals | Flows. This will open a window for you, where you have to enter the following details.
  2. Click on the New Flow button; it will open the Flow canvas.
  3. Then, navigate to the Resources tab and double-click on Constant, available under the CREATE NEW section:
  4. This...