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)

Automating your business process

There are multiple scenarios that a business wants to automate. For example:

  • Allow external users to fill the survey form, and after submitting, capture the data into Salesforce.
  • To improve the collaboration, an organization wants to send a Chatter group link in the e-mail, and as soon as the users click on it, they are automatically added to the Chatter group.
  • Whenever the Opportunity contact role is updated as a primary, update the Opportunity lead source, which is the same as the contact lead source.

We are going to discuss how we can use Flow elements with Fast elements (Fast Create, Fast Update, Fast Delete, and Fast Lookup) and the Loop element to implement the preceding business scenarios.

Hands on 1 - copying the record followers