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

Creating applications with Process Builder

Before Process Builder was available, to automate complex business processes in Salesforce, knowledge of Apex and Visualforce was required. After completion of this chapter, you will get a clear-cut idea of how to automate business processes using Process Builder and minimize the need for Apex code. Now we will discuss how to use Process Builder to automate business processes.

Hands on 1 – autocreate a child record

It's a common business requirement to autocreate a child record whenever the parent record gets created. For example, as soon as an account gets activated, we need to autocreate an Opportunity for that account and set the Opportunity close date to the last date of the current quarter. To satisfy these types of business requirements, a developer normally writes an Apex trigger, but there are few other ways through which you can achieve this without writing code:

  • Process Builder

  • A combination of Flow and Process Builder

  • A combination of Flow...