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  • Book Overview & Buying Learning Salesforce Visual Workflow
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Learning Salesforce Visual Workflow

Learning Salesforce Visual Workflow

By : Rakesh Gupta
5 (1)
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Learning Salesforce Visual Workflow

Learning Salesforce Visual Workflow

5 (1)
By: Rakesh 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

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...

CONTINUE READING
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Tech Concepts
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Programming languages
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Learning Salesforce Visual Workflow
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