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.

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Table of Contents (9 chapters)
Preface
Preface
What this book covers
What you need for this book
Who this book is for
Conventions
Reader feedback
Customer support
Free Chapter
1
Getting Started with Visual Workflow
Getting Started with Visual Workflow
Business problems
The benefits of Visual Workflow
System requirements for using Visual Workflow
An overview of the Visual Workflow lifecycle
An overview of the Cloud Flow Designer
An overview of the building blocks of Visual Workflow
The various ways to invoke a Flow
Visual Workflow outcome behavior
Creating an Admin playground account
Summary
2
Creating Flow through Point and Click
Creating Flow through Point and Click
Creating the building blocks of Flow
Allowing users to pause Flows
Designing the Flow
A few points to remember
Exercises
Summary
3
Manipulating Records in Visual Workflow
Manipulating Records in Visual Workflow
Creating the building blocks of a Flow
Creating a constant
Creating a Text Template
Manipulating the data
A few points to remember
Exercises
Summary
4
Debugging and New Ways to Call a Flow
Debugging and New Ways to Call a Flow
Debugging your Flow
Debug log
Who can run the Flow and how
Automating your business process
A few points to remember
Exercises
Summary
5
Developing Applications with Process Builder
Developing Applications with Process Builder
An overview of Process Builder
Differences between Process Builder and other tools
Creating applications with Process Builder
A few points to remember
Exercises
Summary
6
Building Efficient and Performance Optimized Processes
Building Efficient and Performance Optimized Processes
An overview of process management
Hands on 2 - using custom labels in Process Builder
Hands on 4 - calling an Apex class from Process Builder
Hands on 5 - bypass processes using Custom Permission
Hands on 7 - scheduling multiple groups of actions
Hands on 8 - executing multiple criteria of a process
Hands on 9 - creating reusable processes using invocable process
A few points to remember
Exercises
Summary
7
Building Applications without Code
Building Applications without Code
Distributing or deploying Flows and Processes
Hands on 2 - displaying messages after login
Hands on 4 - understanding Subflow and the Wait element
Hands on 6 - using custom metadata types in a Flow
Hands on 7 - creating scheduled jobs using a Flow
A few points to remember
Exercises
Summary
8
Enabling Flows to Work with Lightning Experience
Enabling Flows to Work with Lightning Experience
Lightning runtime experience for Flows
Hands on 4 - embedding a Flow into a Lightning Record Page
Hands on 6 - displaying a two-column Flow through a custom button
A few points to remember
Exercises
Summary

Creating an Admin playground account

To get started with the topics in this book and practice them on your own, it is recommended you have access to a Salesforce Developer account. Using the Salesforce production instance is not essential for practicing. You can use the Salesforce Sandbox or Admin playground to practice the examples covered in this book.

If you currently do not have your own Admin playground, you can create a new Salesforce Admin playground. The Salesforce Admin playground is completely free and can be used to practice newly learned concepts, but you cannot use this for commercial purposes.

To create a Salesforce Admin playground, perform the following steps:

  1. Visit https://developer.salesforce.com/promotions/orgs/admin-playground.
  2. This will open a sign-up page for your free Admin playground account; it will display the following screen:
  1. Fill in the form and accept the master subscription agreement.
  2. Click on the Sign me up > button.
The Salesforce login ID (username) must be unique and in the form of an e-mail ID.

Once you register for the admin playground, Salesforce.com will send you the login details on the e-mail ID you provided during registration. By following the instructions in the e-mail, you will be ready to get started with Salesforce.

Logging in to Salesforce.com

Here, we will continue by logging in to Salesforce.com:

  • If you are logging into the Salesforce production or admin playground, go to http://login.salesforce.com
  • If you are logging into a Salesforce Sandbox instance, then go to http://test.salesforce.com
  • Once the login screen loads, provide your username and password
  • Salesforce may ask you to enter a verification code depending upon the organization's security and settings
  • After verification, you will be allowed to access Salesforce; and the next time you log in, Salesforce will not ask for the verification code

A new admin playground will be launched in Lightning Experience; ensure that you switch back to Salesforce Classic using the switcher, as shown in the following screenshot:

In Salesforce Classic, navigate to the Flow canvas by navigating to Setup | Build | Create | Workflow & Approvals | Flows and clicking on the New Flow button.

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