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 4 - understanding Subflow and the Wait element

Subflow allows us to embed an existing Flow into another Flow. You can use Subflow input and output assignments to transfer data between the master Flow and the referenced Flow, whereas the Wait element can only be used in an auto-launched Flow to create a time-dependent action, for example, to send an e-mail to the Opportunity owner 10 days after the Opportunity close date. To understand Subflow, we have to create a master Flow first.

Creating a master Flow

Let's look at a business scenario. Sara Bareilles is working as a system administrator at Universal Containers. She wants to use Flow to create an Opportunity and set the Opportunity fields according to the following requirements:

  • Close Date: Today...