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)

Hands on 5 - bypass processes using Custom Permission

Until now, we have created many processes using Process Builder. It is a quite easy and fun experience to create processes. These processes will execute as soon as they meet the criteria. There are some situations where a business may want to bypass these processes.

Let's take one example. Helina Jolly is working as a system administrator at Universal Containers. She developed the Post Opportunity Information to Chatter Group process in Chapter 5, Developing Applications with Process Builder. She has now received a requirement to bypass this process for the system administrator.

It is quite easy to bypass it for the system administrator by adding an additional condition in your process, as shown in the following screenshot:

But if the business came back after 2 months and asked her to bypass it from one more profile and one user (belonging to a different...