6. Building Applications without Code | Learning Salesforce Visual Workflow

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Table Of Contents

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

Exercises

Create an application that auto-add new users to the public group Universal Container Employee.
Hint: First create a public group called Universal Container Employee.
Create a Login Flow that will display the number of Opportunities successfully closed in the last 60 days by logged-in users and their subtotal (amount).
Create a schedule job that will send an e-mail to all the users who don't have a profile picture on Chatter, as well as a blank About Me section.
Create a schedule job that will run every night at 11:30 P.M. to the following tasks:
1. Send out an e-mail to all users who haven't logged in into Salesforce in the last 15 days.
2. After three reminder e-mails, freeze their user account, which means that if there is no log in performed in the last 45 days, then freeze those users' accounts.
Once an Opportunity is successfully closed, auto-create an order and copy Opportunity products to order products.
Create an application that will auto-create a contract after three days of account...

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Programming languages

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