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)

What this book covers

Chapter 1, Getting Started with Visual Workflow, starts with basic knowledge of Salesforce Visual Workflow. We will then pick a few business examples and see how to use Flow instead of Apex code to solve them, and we’ll the discuss the benefits of using Salesforce Visual Workflow. You will also get an overview of the Flow canvas and its elements.

Chapter 2, Creating Flows through Point and Click, introduces you to the various variables available in Flow, and then proceeds toward the designing of Flow using the Screen, Wait, Assignment, and Decision elements.

Chapter 3, Manipulating Records in Visual Workflow, talks about constant and Text template in Flow and then takes you toward the manipulation of data using Record elements. We will see how to send an e-mail from Flow. We will also cover various ways to access the Flow.

Chapter 4, Debugging and New Ways to Call a Flow, serves as the climax of the book, where you will learn how to debug and launch a Flow. We will cover various ways to set the Flow variable using the Visualforce Pages and apex.

Chapter 5, Developing Applications with Process Builder, helps you get a complete understanding of the Process Builder designer and all the actions available inside it.

Chapter 6, Building Efficient and Performance Optimized Processes, helps you understand Process Builder and its concepts, such as how to use Custom Metadata Types, Custom Permissions, and Custom Labels with Process Builder. We will also cover some key concepts, such as using multiple groups of actions and how to call an Apex class from Process Builder.

Chapter 7, Building Applications without Code, starts by introducing you to the various ways to deepen the Flow. We will also cover key elements such as Login Flow using the Wait element in the Flow. We will also cover how you can use custom settings in the Flow and create a scheduled job that will run on a daily basis.

Chapter 8, Enabling Flows to Work with Lightning Experience, explains how you can use new or existing Flows to work with Salesforce Lightning Experience.