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Learning Salesforce Visual Workflow

Learning Salesforce Visual Workflow

By : Rakesh Gupta
5 (1)
Buy this Book
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Learning Salesforce Visual Workflow

Learning Salesforce Visual Workflow

5 (1)
By: Rakesh Gupta
Buy this Book

Overview of this book

Learning Salesforce Visual Workflow is intended for those who want to use Flows to automate their business requirements by click not code. Salesforce maintains an incredibly user-friendly interface; no previous experience in computer coding or programming is required.
Table of Contents (8 chapters)
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Preface
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Preface
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What this book covers
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What you need for this book
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Who this book is for
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Conventions
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Reader feedback
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Customer support
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1
1. Getting Started with Visual Workflow
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1. Getting Started with Visual Workflow
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Business problems
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The benefits of Visual Workflow
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System requirements for using Visual Workflow
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An overview of the Visual Workflow lifecycle
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An overview of the Cloud Flow Designer
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An overview of the building blocks of Visual Workflow
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The various ways to invoke a Flow
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Summary
2
2. Creating Flow through Point and Click
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2. Creating Flow through Point and Click
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Creating the building blocks of Flow
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Creating a variable
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Creating a collection variable
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Creating an SObject Variable
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Creating an SObject Collection Variable
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Designing the Flow
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A few points to remember
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Exercises
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Summary
3
3. Manipulating Records in Visual Workflow
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3. Manipulating Records in Visual Workflow
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Creating the building blocks of a Flow
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Creating a Constant
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Creating a Text Template
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Manipulating the data
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A few points to remember
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Exercises
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Summary
4
4. Debugging and New Ways to Call a Flow
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4. Debugging and New Ways to Call a Flow
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Debugging your Flow
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Debug log
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Who can run the Flow and how
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Automating your business process
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A few points to remember
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Exercises
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Summary
5
5. Developing Applications with Process Builder
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5. Developing Applications with Process Builder
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An overview of Process Builder
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Differences between Process Builder and other tools
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Creating applications with Process Builder
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A few points to remember
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Exercises
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Summary
6
6. Building Applications without Code
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6. Building Applications without Code
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Distributing or deploying Flows and Processes
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Hands on 2 – displaying messages after login
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Hands on 4 – understanding Subflow and the Wait Element
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Hands on 6 – using custom settings in a Flow
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Hands on 7 – creating schedule jobs using a Flow
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A few points to remember
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Exercises
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Summary
7
Index
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Index

Creating a variable

A variable is used to store the value. You can use the variable throughout your Flow, for example, while creating the record, performing an update, or with delete operations.

An example business scenario: Robby Williams is working as a system administrator in Universal Container. Currently, he is developing a Visual Workflow and wants to create a variable to store customer names.

To create a variable in your Flow, follow these instructions:

  1. Navigate to Setup | Build | Create | Workflow & Approvals | Flows.
  2. Click on the New Flow button; it will open the Flow canvas for you.

    Note

    If you are using Flow for the first time, then it will pop up a welcome page. On the bottom of the page, you can see the Don't Show Again checkbox. If you want the Flow page to load faster, then select this checkbox.

  3. Navigate to the Resources tab, and double-click on the Variable option available under the CREATE NEW section, as shown in the following screenshot:
    Creating a variable

    This will open a window for you...

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Learning Salesforce Visual Workflow
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