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 8 - executing multiple criteria of a process

After the Summer’16 release, it has become possible to choose what happens after your process executes a specific action group. Should the process stop, or should it continue to evaluate the next criteria in the process? Use this option to better manage your multiple business requirements in one process.

It easy to manage all of your processes for a given object, like a Lead, in one place.

Let's look at a business scenario. Alice Atwood is working as a system administrator at Universal Containers. She has received a requirement from the management; once a task is successfully closed 5 days before its due date, then auto-update the Eligible for bonus checkbox to true.

There are two possible solutions for the preceding business requirement:

    • Create a new process to solve the business requierment
    • Use an existing process and add one more criteria...