Book Image

Learning Salesforce Visual Workflow

By : Rakesh Gupta
Book Image

Learning Salesforce Visual Workflow

By: Rakesh Gupta

Overview of this book

Table of Contents (14 chapters)
Learning Salesforce Visual Workflow
About the Author
About the Reviewers

The benefits of Visual Workflow

There are certain benefits of using Visual Workflow. They are as follows:

  • It allows you to create an automated business process using click not code.

  • Visual Workflow does not require coding, and even if you do not know Apex code you can still develop business processes.

  • Using screens, fields, and choices, you can implement complex business processes to make sure that your users are entering data in the right format.

  • Through Visual Workflow, you can manipulate data for certain objects that are not available for the Workflow rule. For example, when a "contact role" is created or updated as primary for an opportunity then create a new task.

  • It allows you to auto submit records for approval.

  • You can post messages on Chatter. For example, if opportunity status gets Closed Won, post a message on Chatter group.

  • It allows you to embed the Flow into the Visualforce page and using the Site you can expose it for unauthenticated access.

  • Once you embed your Flow into the Visualforce page, it allows you to use HTML, CSS, JavaScript, and other Visualforce components.

  • It can be easily maintained by non-developers.

  • Since it is not code, you don't need to write test classes.

  • You can make changes directly to your production organization, just like other configuration changes.

  • Every time unhandled processes fail or an error occurs in the Flow, the author will get an e-mail from Salesforce with the error details.

  • Using the debug log you can debug your Flow. Visual Workflow also has a built-in debugging tool. To open the debug window, press Ctrl + Shift + M (on PC) or command + shift + M (on Mac).

  • It allows you to invoke the Apex class that implements the Process.Plugin interface.