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 7 - scheduling multiple groups of actions

With multiple schedules, you can easily optimize sales or support processes, automate follow-up on outstanding cases and reminder notifications for a task, and incorporate all your business requirements within a single process. For example, when case origin is Phone and priority is high, then you can execute multiple groups of scheduled actions, such as the following:

  • Sending a reminder e-mail after 1 day to the case owner if a case is not closed
  • Sending a reminder e-mail to the case owner and account owner after 2 days if a case is still open
  • Sending a satisfaction survey e-mail to case contacts 2 days after the case closure

Let's look at a business scenario. Alice Atwood is working as a system administrator at Universal Containers. She has received a requirement to send out e-mail reminders to the task assignee 1 day and 2 days before the task's due...