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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)
Buy this Book
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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

Hands on 4 – understanding Subflow and the Wait Element

Subflow allows us to embed an existing Flow into another Flow. You can use Subflow input and output assignments to transfer the data between the master Flow and the referenced Flow, whereas the Wait element can only be used in autolaunched Flow to create a time-dependent action, for example, for sending an e-mail to the Opportunity owner after 10 days of Opportunity close date. To understand Subflow, we have to create a master Flow first.

Creating a master Flow

A business scenario: Sara Bareilles is working as a system administrator in Universal Container. She wants to use Flow to create an Opportunity. Set the Opportunity fields according to the following requirements:

  • Close date is today plus 120 days

  • Opportunity name is the same as the account name

  • Map the account ID with the Opportunity account name

  • Stage is prospecting

She wants to launch the Flow using Process Builder whenever an account gets created. Take the following steps to solve...

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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