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)

An overview of process management

Now that you have an understanding of Process Builder, you know that it is a tool that allows you to streamline business processes without writing code. You can also view your process visually. The process management page allows you to see all the processes created in the current Salesforce organization. The process management page has the following features:

  • Creating a new process
  • Editing a process
  • Deleting an inactive process or its version
  • Checking the status of processes created in the current organization
  • Sorting your process by name, description, object, last modified date, or status

Your process management page should look like what is shown in the following screenshot:

The process management page displays fields such as PROCESS, DESCRIPTION, OBJECT, PROCESS TYPE, LAST MODIFIED, STATUS, and ACTIONS. As of the Spring'17 release, Process Builder does not display Created...