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)

A few points to remember

The following are some noteworthy points to remember:

    • You can’t evaluate the next criteria if a criteria group contains scheduled actions.
    • DML operation on a setup object is not permitted after you have updated a non-setup object (or vice versa). If you want to do that, then use time-dependent action. Here, you can find the list of setup objects in Salesforce at
    • Activating this process automatically deactivates any other active version. The deactivated version will be available in your version history.
    • Actions are executed in the order in which they appear in Process Builder.
    • Only active invocable processes are available to select under action processes.
    • Avoid creating an infinite loop when allowing your process to reevaluate records multiple times in a transaction. For...