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 2 - displaying messages after login

Often, businesses have a requirement to display a message to users after a successful login. With the help of Flow and Login Flow, we can achieve that. Login Flow allows us to provide a custom login experience to users, which means that you can collect data, enhance security, and display custom messages as per your business needs.

Let's look at a business scenario. Helina Jolly is working as a system administrator at Universal Containers. She has received a requirement to display the internal event details to users who have a Standard User profile after successful login.

To solve this requirement, we will use Flow to display a message using the Screen element and Login Flow to launch the Flow after successful login. Perform the following steps to solve the preceding business requirement:

  1. In the Lightning Experience, navigate to Setup (Gear Icon) | Setup | PLATFORM...