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Learning Salesforce Visual Workflow

Learning Salesforce Visual Workflow

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

Learning Salesforce Visual Workflow

5 (1)
By: 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 an SObject Variable

A 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 the Account record field's values.

An SObject Variable is used to hold field values for a record of a particular object. You can use an SObject Variable as a container in the Flow to store, update, and reference field values for a record. To create an SObject 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 SObject Variable available under the CREATE NEW section.

  4. This will open a window where you have to enter Unique Name, Description, Input/Output Type, and Object Type. In this scenario, select the Account object from the drop-down list, as shown in the following screenshot:

  5. Click on the OK...

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Learning Salesforce Visual Workflow
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