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 9 - creating reusable processes using invocable process

Invocable processes are a way to call one process from another process. Using invocable processes, you can reuse sections of your processes. Create an invocable process, and call it from multiple processes or from multiple action groups in the same process. You can invoke processes with objects that share at least one unique ID.

For example, in the Opportunity and Quote objects, the OpportunityID field is unique to Opportunity and is also used by Quote. You can create an invocable process that updates an Opportunity record. Then, you can invoke it from the following:

  • A process that updates an Opportunity record
  • A process that updates a Quote record

When you create a process, make sure that you start it when another process invokes it by selecting It’s invoked by another process.

Let's look at a business scenario. Alice Atwood is working...