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, Force.com 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)

Exercises

  1. Develop a Flow that allows a Sales rep to enter details of a survey about an Opportunity once it is Closed Lost. The fields of the survey are as follows:

    • Customer name (autopopulated from the Account name)
    • Business Lost Reason
    • Please provide more details
    • Name of the competitor who won the opportunity

Embed this Flow in the Opportunity record page, and a Sales rep can access it only when an opportunity is Closed Lost; else, this message should be displayed: Survey is not available for Open or Closed Won opportunities.

  1. Create a Flow that allows the Sales reps to raise a case (Type = Admin Bug, add this value to the type drop-down) with the system administrator so that they can register a Salesforce related bug for further investigation. Use Lightning App Pages to access the Flow in the Salesforce1 mobile app.

  2. Create an application that allows your users to record the Punch In and Punch Out time...