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

Chapter 3. Manipulating Records in Visual Workflow

In the previous chapter, we discussed the various building blocks of the Flow design. We also discussed how to use the Decision element to display different screens to users based on conditions. You also learned how to use choice and dynamic choice in a Flow. In this chapter, we will discuss how easily we can create, update, or delete records without using Apex, and also see various ways to invoke/trigger the Flow. This chapter will mainly focus on manipulating data in Salesforce. The following topics will be covered in this chapter:

  • Creating the building blocks of a Flow

  • Manipulating the data

  • Creating leads

  • Adding leads to a campaign

  • Quickly updating an account

  • Cleaning Chatter feeds

  • Saving data in a feedback form

  • Creating a custom error message

  • Conditional execution of a Flow with JavaScript