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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

Distributing or deploying Flows and Processes

Once you are done with Flow or Process development, the next step is to deploy it. There are a couple of ways through which you can deploy or distribute it. They are as follows:

  • Change Sets

  • Packages

Hands on 1 – deploying using Change Sets

Change Sets allow you to deploy the Flows and Processes in the connect Salesforce organization, for instance, production and so on.

A business use case: Alice Atwood is working as a system administrator in Universal Container. She has developed a process in Sandbox (Full Sandbox) and is done with the testing. She wants to migrate the newly created process to production organization.

For the preceding business scenario, when both the Salesforce organizations are connected like Full Sandbox and Production, it's best practice using Change Sets to deploy the components. In this chapter, we are going to focus on a Package.

Note

You can learn more about deploying Flows or Processes using Change Sets at https://help.salesforce...

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Learning Salesforce Visual Workflow
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