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

Starting from this chapter, at the end of each chapter, you will find a set of exercises for practice:

  1. Create a Flow that allows users to enter two numbers, and on the next screen display its summation and multiplication.
  2. Create a Flow that allows users to enter three texts (such as the first name, middle name, and last name), and on the next screen display their combination in one field.
  3. Display the organization ID, name, division, city, street, FAX, and phone number that is defined under Setup | Administer | Company Profile | Company Information on the screen.
  4. Create a Flow that allows users to enter their name, and on the next screen display a thanks message with the name (with the name in green and the thanks message in red).
  5. Create a Flow and add a Screen element to it. On the screen, add one textbox that allows users to enter an e-mail address, and add a validation rule so that the user can only...