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

Automating your business process

There are multiple scenarios that a business wants to automate. For example:

  • Allow external users to fill the survey form, and after submitting capture the data into Salesforce.

  • To improve the collaboration, an organization wants to send a Chatter group link into the e-mail, and as soon as users click on it, they are automatically added to the Chatter group.

  • Whenever the Opportunity contact role is updated as primary, update the Opportunity lead source, the same as contact lead source.

We are going to discuss how we can use Flow elements with Fast elements (Fast Create, Fast Update, Fast Delete, and Fast Lookup) and the Loop element to implement preceding business scenarios.

Hands on 1 – copying the record followers

A user can follow records and users in Salesforce. As an owner or manager of Chatter group, or as a system administrator, you can add or remove members from the Chatter groups. But you can't add or remove followers from the records.

A business scenario...