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)

A few points to remember

The following are some noteworthy points to remember:

  1. When a user opens a Lightning Page that has a Flow component, the Flow also runs on the page load. Make sure that your Flow doesn’t perform any DML operations such as creating or deleting records from the first screen.

  2. It is not possible to embed an autolaunched Flow into Lightning Pages.

  3. Currently, it is not possible to pass the values to input variables Picklist, Multi-select picklist, sObject and Collection variables.

  4. In the Lightning, runtime Flows Text input variables can accept a maximum length of 4,000 characters.

  5. If you delete an sObject variable or sObject collection variable, any variable assignments that use the deleted variable are set to null.

  6. The Cloud Flow Designer cannot open Flows that are installed from managed packages.

  7. When Lightning runtime is enabled for a Salesforce organization, Flows in Salesforce...