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Learning Salesforce Visual Workflow

By : Rakesh Gupta

5 (1)

Learning Salesforce Visual Workflow

5 (1)

By: Rakesh 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

Customer Reviews

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Chapter 6. Building Applications without Code

In the previous chapter, we discussed an overview of Process Builder. We learned the difference between automation tools such as Flow, Process Builder, and Workflow Rule. We also discussed various actions available in Process Builder. In this chapter, we will discuss various ways to distribute Flows and Processes. We will also discuss how you can use a combination of Flow and Process Builder to solve complex business scenarios. The following topics will be covered in this chapter:

Distributing or deploying the Flows and Processes
Displaying messages after login
Understanding Subflow and the Wait element
Using custom settings in a Flow
Creating schedule jobs using a Flow

Visually different images

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Learning Salesforce Visual Workflow

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