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)

Building Applications without Code

In the previous chapter, we discussed some advanced concepts of Process Builder. We learned how to apply additional conditions when updating records, how to use a custom label, and how to create custom permissions in Process Builder. We also discussed how you can create invocable processes using Process Builder. In this chapter, we will discuss the various ways to distribute Flows and Processes. We will also discuss how you can use a combination of Flow and Process Builder to solve complex business scenarios. The following topics will be covered in this chapter:

  • Distributing or deploying Flows and Processes
  • Displaying messages after login
  • Understanding Subflow and the Wait element
  • Using custom settings in a Flow
  • Creating schedule jobs using a Flow