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 a Flow:

  • Make sure that the field is set as Input and Output to pass values from the controller.
  • Use the <apex:param> component in the Visualforce page to set the variables' value.
  • Use the start() method in the Flow.Interview class to call a Flow from a controller.
  • Using the standard list controller, you can set the SObject Collection Variable value from the standard controller.
  • If you have embedded a Flow into a Visualforce page and Flow is not activated, then at runtime, Flow users will receive an error.
  • Once you have deactivated a Flow, you can immediately delete it.
  • If you are using the same choice in multiple screens on a Flow and you want to find the recent one, then use was selected in your query.
  • To set the record type for a record, use the record type ID.
  • If the Flow Designer doesn't show the...