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 Process Builder:

  1. A Process's API name must be less than, or equal to, 77 characters, and it's always associated with a single object.
  2. Using Process Builder, you can't delete records. If you want to do that, you have to use Flow with Process Builder.
  3. To set Text data field to blank, you can use {!$GlobalConstant.EmptyString}.
  4. The Process owner will receive an e-mail from Salesforce. If the Process failed at runtime or if any fault occurs, the error or warning messages might refer to a Flow instead of a Process.
  5. The process follows all the governor limits that apply to Apex.
  6. You can have a maximum of 50 active rules and processes on any object. Rules include Workflow Rules, Escalation Rules, Assignment Rules, and Auto-assignment Rules.
  7. Process actions are executed in the same order in which they appear in the Process Builder...