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)

Debugging and New Ways to Call a Flow

In the previous chapter, we discussed how we can create, update, and delete records using Flow. We also discussed how to pass variable values through a custom button or link and redirect users to a page after completion of the Flow. We also learned a way to display a custom error message in a Flow and how to use JavaScript with a Flow. In this chapter, we will discuss how to use the style sheet with Flow, OpenFlow access for unauthenticated access, and use a controller to pass the value into Flow variables. We will also discuss a few more ways to call Flow and learn how to access cross-object fields in Flow. The following topics will be covered in this chapter:

  • Debugging your Flow
  • Who can run the Flow and how
  • Automating your business process:
    • Copying the followers from an Opportunity
    • Opening a Flow for unauthenticated access
    • Setting finish behavior in the Visualforce page
    • ...