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)

A few points to remember

The following are some noteworthy points regarding data manipulation in Flow:

  1. If the Flow doesn't have a starting point, then you will not get an Activate link on the Flow Detail page.
  2. You have a maximum of 50 versions in a Flow.
  3. Use the ID of the record type in a Flow to set the record type for a record.
  4. It's not possible to redirect Flow users to a URL that is outside your Salesforce organization.
  5. Make sure that the variable is set as Input and Output in order to pass values from the URL.
  6. In the send e-mail static action, it's allowed to use Email Addresses (comma-separated) or Email Addresses (collection), but the limit is a combined number of addresses of five or less.
  7. You can use string values in Email Addresses (comma-separated).
  8. Use Text Template for formatted e-mail alerts. The Text Template allows HTML tags.
  9. If you have used the Record Delete element to delete records...