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)


  1. Create an application that auto-adds new users to the Universal Container Employee public group.
First, create a public group called Universal Container Employee.
  1. Create a Login Flow that will display the number of Opportunities successfully closed in the last 60 days by logged-in users and their subtotal (amount).
  2. Create a scheduled job that will send an e-mail to all the users who don't have a profile picture on Chatter as well as a blank About Me section.
  1. Create a scheduled job that will run at 11:30 P.M. every night to perform the following tasks:
    1. Send out an e-mail to all users who haven't logged in to Salesforce in the last 15 days.
    2. After three reminder e-mails, freeze their user account, which means that if there is no login performed in the last 45 days, then freeze those users' accounts.
  2. Once an Opportunity is successfully closed, auto-create an order and copy Opportunity...