Browse Library
Sign In Start Free Trial
Close icon Search icon
Account
Browse Library Advanced Search Sign In Start Free Trial

Add to playlist

Create a Playlist

Modal Close icon
You need to login to use this feature.
  • Book Overview & Buying Learning Salesforce Visual Workflow
  • Table Of Contents Toc
  • Feedback & Rating feedback
Learning Salesforce Visual Workflow

Learning Salesforce Visual Workflow

By : Rakesh Gupta
5 (1)
Buy this Book
close
close
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)
close
close
close
Preface
Icon
Preface
Icon
What this book covers
Icon
What you need for this book
Icon
Who this book is for
Icon
Conventions
Icon
Reader feedback
Icon
Customer support
Lock Free Chapter
1
1. Getting Started with Visual Workflow
Icon
1. Getting Started with Visual Workflow
Icon
Business problems
Icon
The benefits of Visual Workflow
Icon
System requirements for using Visual Workflow
Icon
An overview of the Visual Workflow lifecycle
Icon
An overview of the Cloud Flow Designer
Icon
An overview of the building blocks of Visual Workflow
Icon
The various ways to invoke a Flow
Icon
Summary
2
2. Creating Flow through Point and Click
chevron up
Icon
2. Creating Flow through Point and Click
Icon
Creating the building blocks of Flow
Icon
Creating a variable
Icon
Creating a collection variable
Icon
Creating an SObject Variable
Icon
Creating an SObject Collection Variable
Icon
Designing the Flow
Icon
A few points to remember
Icon
Exercises
Icon
Summary
3
3. Manipulating Records in Visual Workflow
Icon
3. Manipulating Records in Visual Workflow
Icon
Creating the building blocks of a Flow
Icon
Creating a Constant
Icon
Creating a Text Template
Icon
Manipulating the data
Icon
A few points to remember
Icon
Exercises
Icon
Summary
4
4. Debugging and New Ways to Call a Flow
Icon
4. Debugging and New Ways to Call a Flow
Icon
Debugging your Flow
Icon
Debug log
Icon
Who can run the Flow and how
Icon
Automating your business process
Icon
A few points to remember
Icon
Exercises
Icon
Summary
5
5. Developing Applications with Process Builder
Icon
5. Developing Applications with Process Builder
Icon
An overview of Process Builder
Icon
Differences between Process Builder and other tools
Icon
Creating applications with Process Builder
Icon
A few points to remember
Icon
Exercises
Icon
Summary
6
6. Building Applications without Code
Icon
6. Building Applications without Code
Icon
Distributing or deploying Flows and Processes
Icon
Hands on 2 – displaying messages after login
Icon
Hands on 4 – understanding Subflow and the Wait Element
Icon
Hands on 6 – using custom settings in a Flow
Icon
Hands on 7 – creating schedule jobs using a Flow
Icon
A few points to remember
Icon
Exercises
Icon
Summary
7
Index
Icon
Index

Creating a collection variable

Collection variables are used to store multiple values of similar data types. For example, a group of e-mail addresses. Once you have populated a collection variable with values, you can use it throughout the Flow.

An example business scenario: Helina Jolly is working as a system administrator in Universal Container. Currently, she is developing a Visual Workflow and wants to create a variable to store customers' e-mail addresses to send out an e-mail to them.

To create a collection 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.
  3. Then navigate to the Resources tab, and double-click on Collection Variable available under the CREATE NEW section. It will open a window for you, where you have to enter the following details:
    • Unique Name: Enter the unique name. The name must begin with a letter and use only alphanumeric characters...
Visually different images
CONTINUE READING
83
Tech Concepts
36
Programming languages
73
Tech Tools
Icon Unlimited access to the largest independent learning library in tech of over 8,000 expert-authored tech books and videos.
Icon Innovative learning tools, including AI book assistants, code context explainers, and text-to-speech.
Icon 50+ new titles added per month and exclusive early access to books as they are being written.
Learning Salesforce Visual Workflow
End of Section 2
Next Section
notes
bookmark Notes and Bookmarks search Search in title playlist Add to playlist font-size Font size

Change the font size

margin-width Margin width

Change margin width

day-mode Day/Sepia/Night Modes

Change background colour

Close icon Search
Country selected
Close icon Your notes and bookmarks

Confirmation

Modal Close icon
claim successful
Order Page Read Now

Buy this book with your credits?

Modal Close icon
Are you sure you want to buy this book with one of your credits?
Close
YES, BUY

Submit Your Feedback

Modal Close icon
Modal Close icon
Modal Close icon