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 the data

Now we will discuss how you can use Flow elements, such as Record Create, Record Update, Record Lookup, Record Delete, and Decision, to modify the existing data or to create new data. We will pick up a few business scenarios and try to learn these concepts.

Hands on 1 - creating leads

A lead is the prospect or people who are interested in your business. In Salesforce, we can capture the leads in various ways, for example, from Salesforce web-to-lead, data loader, data import wizard, manually, and so on.

Let's look at a business scenario. Helina Jolly is working as a system administrator in Universal Containers. She received a requirement to develop a Flow through which users can create leads. Basically, her manager wants to display a screen...