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 6 - displaying a two-column Flow through a custom button

When your users are accessing Flows through a URL, it is possible to control whether to show the screens with one column or two columns. Two-column screens are supported only if you have enabled Lightning runtime for Flows.

Let's look at a business scenario. Alice Atwood is working as a system administrator at Universal Containers. She has created Clone existing Opportunity Flow in Chapter 3, Manipulating Records in Visual Workflow, for exercise question six, as shown in the following screenshot:

Currently, they are using a custom button on the opportunity page to access it. The button code should look like what is shown in the following screenshot:

Now she has received a requirement from the Sales users to make it a two-column Flow.

Perform the following steps to make a Flow into two columns when it is accessed via a URL:

  1. Navigate to the...