5. Developing Applications with Process Builder | Learning Salesforce Visual Workflow

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Learning Salesforce Visual Workflow

By : Gupta

5 (1)

Learning Salesforce Visual Workflow

5 (1)

By: Gupta

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.

Preface

Preface

What this book covers

What you need for this book

Who this book is for

Conventions

Reader feedback

Customer support

Free Chapter

1. Getting Started with Visual Workflow

1. Getting Started with Visual Workflow

Business problems

The benefits of Visual Workflow

System requirements for using Visual Workflow

An overview of the Visual Workflow lifecycle

An overview of the Cloud Flow Designer

An overview of the building blocks of Visual Workflow

The various ways to invoke a Flow

Summary

2. Creating Flow through Point and Click

2. Creating Flow through Point and Click

Creating the building blocks of Flow

Creating a variable

Creating a collection variable

Creating an SObject Variable

Creating an SObject Collection Variable

Designing the Flow

A few points to remember

Exercises

Summary

3. Manipulating Records in Visual Workflow

3. Manipulating Records in Visual Workflow

Creating the building blocks of a Flow

Creating a Constant

Creating a Text Template

Manipulating the data

A few points to remember

Exercises

Summary

4. Debugging and New Ways to Call a Flow

4. Debugging and New Ways to Call a Flow

Debugging your Flow

Debug log

Who can run the Flow and how

Automating your business process

A few points to remember

Exercises

Summary

5. Developing Applications with Process Builder

5. Developing Applications with Process Builder

An overview of Process Builder

Differences between Process Builder and other tools

Creating applications with Process Builder

A few points to remember

Exercises

Summary

6. Building Applications without Code

6. Building Applications without Code

Distributing or deploying Flows and Processes

Hands on 2 – displaying messages after login

Hands on 4 – understanding Subflow and the Wait Element

Hands on 6 – using custom settings in a Flow

Hands on 7 – creating schedule jobs using a Flow

A few points to remember

Exercises

Summary

Index

Index

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A few points to remember

The following are some noteworthy points regarding Process Builder:

A Process's API name must be less than, or equal to, 79 characters, and it's always associated with a single object.
Process Builder is available only for Enterprise, Performance, Unlimited and Developer editions.
Using Process Builder, you can't delete the records. If you want to do so, you have to use Flow with Process Builder.
Process Builder doesn't allow the use of dynamic dates, unlike Workflow Rule. If you want to pass a dynamic date to a field in Process, then you need to create a Formula field and use it in Process Builder. For example, set a new Opportunity close date to 90 days from today. For this, create a Formula field in the Opportunity object as Today () + 90. In Process Builder, map the Opportunity close date with the Formula field.
To set Text data field to blank, you can use {!$GlobalConstant.EmptyString}.
The Process owner will receive an e-mail from Salesforce. If Process failed on...

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Learning Salesforce Visual Workflow

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