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
Credits
Foreword
About the Author
About the Reviewers
www.PacktPub.com
Preface
Index

Exercises


  1. Create a Flow that allows users to create an account and Contact by entering data on a Single Screen. Add this Flow to the Home page left component.

  2. Create a Flow that allows users to delete accounts whenever an account's parent account is empty, and its related contacts, by clicking on a button. Put this button on the account details page.

  3. Whenever an account's rating gets updated to Cold, update all related Opportunity stages to Closed-Lost by clicking on a button available on the account details page.

  4. Create a Flow that allows users to update the Opportunity stage to Closed-Won by a single click (this means, by clicking on a single button, they can update Opportunity stage to Closed-Won).

  5. Create a Flow that clones Opportunity with the required fields only and clears out all other fields. Place this button on the Opportunity detail page. Don't allow system administrators to use this Flow.

  6. Create a Flow that allows users to create three leads at a time and also places it on the campaign...