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)

Building Efficient and Performance Optimized Processes

In the previous chapter, we discussed an overview of Process Builder. We learned the difference between automation tools such as Flow, Process Builder, and Workflow Rule. We also discussed various actions available in Process Builder. In this chapter, we will discuss some advanced concepts of Process Builder, such as how to apply a filter while updating related records and how to execute multiple groups of actions in Process Builder. We will also discuss how you can use one process to implement multiple business requirements.

The following topics will be covered in this chapter:

  • Using Workbench to get complete details for a process
  • Defining additional conditions when updating records
  • Executing multiple criteria of a process
  • Scheduling multiple groups of actions
  • Creating reusable processes using an invocable process