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)

Developing Applications with Process Builder

In the previous chapter, we discussed how to and who can access Flows. We also discussed various ways to call a Flow and open it for unauthenticated access. We also discussed a way to pass values in variables through Apex and the technique to access the Flow from the Salesforce1 mobile application. We also learned how you can reference cross-object fields in Visual Workflow. In this chapter, we will discuss Lightning Process Builder and how to use it to automate business processes. We will also discuss a way to access a Flow through it. The following topics will be covered in this chapter:

  • An overview of Process Builder
  • The differences between Process Builder and other tools
  • Creating applications with Process Builder
  • Various use cases of Process Builder
  • Limitations of Process Builder

Just to remind you, we will now use Lightning Experience for all upcoming chapters...