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)

Distributing or deploying Flows and Processes

Once you are done with Flow or Process development, the next step is to deploy it. There are a couple of ways through which you can deploy or distribute it. They are as follows:

  • Change Sets
  • Packages

Deploying using Change Sets

Change Sets allow you to deploy the Flows and Processes to a connected Salesforce organization such as your production environment.

Let's look at a business scenario. Alice Atwood is working as a system administrator at Universal Containers. She has developed a process in a Sandbox (Full Sandbox) and is done with the testing. She wants to migrate the newly created process to the production organization.

For the preceding business scenario, when both the Salesforce organizations are connected...