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

Manipulating the data

Now we will discuss how you can use Flow elements, such as Record Create, Update, Lookup, Delete, or Decision, to modify the existing data or to create new data. We will pick up a few business scenarios and try to learn these concepts.

Hands on 1 – creating leads

A lead is the prospect or people who are interested in your business. In Salesforce, we can capture the leads through various ways, for example, from Salesforce web-to-lead, data loader, data import wizard, manually, and so on.

A business scenario: Helina Jolly is working as a system administrator in Universal Container. She received a requirement to develop a Flow through which users can create leads. Basically, her manager wants to display a screen where users can enter their details (last name, company name and e-mail address) that, after clicking on the Finish button, will create a lead into Salesforce.

Before going ahead, the first task is doing the ground work; this means finding the fields that are required...