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)

Hands on 4 - calling an Apex class from Process Builder

Process Builder allows you to call an Apex class that includes methods annotated with @InvocableMethod. By calling an Apex class from Process Builder, you can add customized functionality such as, auto-converting leads, deleting records, or running lead assignment rules from Process Builder. You can also pass the required value into Apex class variables.

When no other process actions can get your job done, by calling an Apex method, you add customized functionality to your users. You can only call an Apex class from Process Builder or Visual Workflow that have the @InvocableMethod annotation. This means that it is possible to extend the Process Builder functionality by writing an Apex class that executes your business logic and then invoking the Apex from your process. If the class contains one or more invocable variables, then you have to manually enter values...