Book Image

Learning Salesforce Visual Workflow

By : Rakesh Gupta
Book Image

Learning Salesforce Visual Workflow

By: Rakesh Gupta

Overview of this book

Related Content you might be interested in

Current Title:

Small book image
Learning Salesforce Visual Workflow
Rakesh Gupta
Apr, 2015 | 264 pages
No titles found
Table of Contents (14 chapters)
Learning Salesforce Visual Workflow
Learning Salesforce Visual Workflow
Credits
Credits
Foreword
Foreword
About the Author
About the Author
About the Reviewers
About the Reviewers
www.PacktPub.com
www.PacktPub.com
Preface
Preface
Free Chapter
1
Getting Started with Visual Workflow
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
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
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
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
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
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

Summary

In this chapter, we have gone through various concepts to automate your business processes. We started the chapter with the concept of deploying or distributing the Flows or Processes. Then, we moved forward and discussed the way in which you can display message to users after successful login. We also covered the concepts of Subflow and Wait element in the Flow. We also discussed a way to use custom settings in the Flow and how to create schedule jobs.

After completing this chapter, you will have a good knowledge of Salesforce Flow and Process Builder. If you want to explore this further, you may refer to the following blogs:

Don't forget to join the official Salesforce Workflow Automation Chatter group in Success Community. You may do so at https://success.salesforce.com/_ui/core/chatter/groups/GroupProfilePage?g=0F9300000001rzc&s=workflo...

Previous Section
End of Chapter 6
Next Chapter