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 Text Template

A Text Template is used to create text for use in your Flow. It also allows you to use HTML tags in it; this means that along with plain text, we can also create colorful text, tables, and so on. For example, using this, we can create an e-mail template and use it to send e-mails to people who submitted their feedback on the survey form, Displaying feedback form based on age, which we created in Chapter 2, Creating Flow through Point and Click.

Let's look at a business scenario. Joe Thompson is working as a system administrator in Universal Containers. His next assignment is to create a Flow and add the customer details in a table on the screen. Now he is looking for a way in which he can create a colorful table (2 x 2 to display the first name and the last name) and add it to the screen.

To add a Text Template to your Flow, follow these instructions:

  1. Navigate to Setup | Build | Create...