Index
A
- account record
- updating / Hands on 3 – quickly update an account record
- Record Update elements, adding to Flow / Adding Record Update elements to a Flow
- Apex plugin
- adding, to Process / Adding an Apex plugin to your Process
- Approval Process
- Assignment element
- adding, to Flow / Adding an Assignment element to a Flow
B
- business
- business process, automating
- about / Automating your business process
- record followers, copying / Hands on 1 – copying the record followers
- Fast Lookup element, adding to Flow / Adding the Fast Lookup element to a Flow
- Loop element, adding to Flow / Adding the Loop element to a Flow
- Assignment element, adding to Flow / Adding an Assignment element to a Flow
- Fast Create element, adding to Flow / Adding the Fast Create element to a Flow
- Flow, opening for unauthenticated access / Hands on 2 – open a Flow for unauthenticated access
- Flow user interface, customizing / Customizing the Flow user interface
- finish behavior, setting in Visualforce page / Hands on 3 – setting the finish behavior in the Visualforce page
- URLFOR function, using / Using the URLFOR function
- $Page variable, using / Using the $Page variable
- controller, using / Using a controller
- Flow, accessing through Salesforce1 / Hands on 4 – accessing a Flow through Salesforce1
- Flow, accessing through Salesforce1 navigation menu / Through the Salesforce1 navigation menu
- Flow, accessing through publisher actions / Through publisher actions
- Flow variables value, setting from Visualforce page / Hands on 5 – setting the Flow variables value from a Visualforce page
- Flow variables value, setting without controller / Without a controller
- Flow variables value, setting with standard controller / With the standard controller
- Flow variables value, setting with custom controller / With the custom controller
- Flow calling, custom controller used / Call a Flow using the custom controller
- Flow invoking, Inline Visualforce page used / Hands on 6 – invoking a Flow using an Inline Visualforce page
- Flow, used for saving data from Visualforce page / Hands on 7 – using a Flow to save the data from the Visualforce page
C
- campaign
- leads, adding / Hands on 2 – adding leads to a campaign
- CampaignMember object
- Change Sets
- used, for deployingFlows / Hands on 1 – deploying using Change Sets
- URL / Hands on 1 – deploying using Change Sets
- Chatter group
- opportunity details, posting / Hands on 4 – posting opportunity details to the Chatter group
- URL / Hands on 4 – posting opportunity details to the Chatter group
- Chatter group feed
- cleaning / Hands on 4 – cleaning Chatter group feed
- child records, Process Builder
- autocreating / Hands on 1 – autocreate a child record
- Process, creating / Creating a Process
- evaluation, criteria / Adding an object and evaluation criteria
- object, adding / Adding an object and evaluation criteria
- Process criteria, adding / Adding Process criteria
- action, adding to Process / Adding an action to a Process
- Process, activating / Activating a Process
- Process, deactivating / Deactivating a Process
- Process, deleting / Deleting a Process
- auto updating / Hands on 2 – auto update child records
- Cloud Flow Designer
- about / An overview of the Cloud Flow Designer
- button bar / An overview of the Cloud Flow Designer
- Flow canvas / An overview of the Cloud Flow Designer
- zoom control / An overview of the Cloud Flow Designer
- Palette / An overview of the Cloud Flow Designer
- Resources tab / An overview of the Cloud Flow Designer
- Explorer tab / An overview of the Cloud Flow Designer
- Description panel / An overview of the Cloud Flow Designer
- Usages / An overview of the Cloud Flow Designer
- CollaborationGroupFeed object
- collection variable
- creating / Creating a collection variable
- values, adding / Adding values to a collection variable
- constant
- creating / Creating a Constant
- adding, to Flow / Creating a Constant
- custom error message
- creating / Hands on 9 – creating a custom error message
- custom settings
D
- data, manipulating
- about / Manipulating the data
- leads, creating / Hands on 1 – creating leads
- leads, adding to campaign / Hands on 2 – adding leads to a campaign
- account record, updating / Hands on 3 – quickly update an account record
- Chatter group feed, cleaning / Hands on 4 – cleaning Chatter group feed
- Flow, adding to home page layout / Hands on 5 – adding Flow to the home page layout
- image, adding to Display Text / Hands on 6 – adding an image to Display Text
- data, saving from feedback form / Hands on 7 – saving data from a feedback form
- e-mail, sending / Hands on 8 – sending an e-mail
- custom error message, creating / Hands on 9 – creating a custom error message
- Flow execution, with JavaScript / Hands on 10 – conditional execution of a Flow with JavaScript
- debugging
- FLow / Debugging your Flow
- on screen debugging / Onscreen debugging
- inbuilt debugging tools / Inbuilt debugging tools
- debug screens, using / Using debug screens
- debug log
- about / Debug log
- filter, setting / Setting the debug log filter
- decision element
- adding / Adding a Decision element
- dynamic choice
- adding, to flow / Adding a dynamic choice to a Flow
F
- Fast Create element
- adding, to Flow / Adding the Fast Create element to a Flow
- Fast Lookup element
- adding, to Flow / Adding the Fast Lookup element to a Flow
- feedback form
- displaying, conditions based / Hands on 3 – displaying a feedback form based on conditions
- data, saving from / Hands on 7 – saving data from a feedback form
- fields
- adding, to Screen element / Adding fields to the Screen element
- removing, from Screen element / Removing fields from the Screen element
- Flow
- building blocks, creating / Creating the building blocks of a Flow
- Record Create element, adding / Adding the Record Create element to a Flow
- version, adding / Activating a version of a Flow
- values, passing through URL / Passing values to Flow variables through a URL
- Record Update elements, adding / Adding Record Update elements to a Flow
- adding, to home page layout / Hands on 5 – adding Flow to the home page layout
- saving, as different version / Saving Flow as a different version
- Record Lookup element, adding / Adding the Record Lookup element to a Flow
- conditional execution, with JavaScript / Hands on 10 – conditional execution of a Flow with JavaScript
- debugging / Debugging your Flow
- on screen debugging / Onscreen debugging
- inbuilt debugging tools / Inbuilt debugging tools
- debug screens, using / Using debug screens
- running / Who can run the Flow and how
- insufficient privileges on the custom button, debugging / Debugging insufficient privileges on the custom button/link
- insufficient privileges on the custom link, debugging / Debugging insufficient privileges on the custom button/link
- embedding, into Visualforce page / Embed a Flow into a Visualforce page
- invoking, Process Builder used / Invoke a Flow using Process Builder
- opening, for unauthenticated access / Hands on 2 – open a Flow for unauthenticated access
- calling, from Process Builder / Hands on 8 – calling a Flow from Process Builder
- unmanaged Package, creating / Creating an unmanaged Package
- message after login, displaying / Hands on 2 – displaying messages after login
- Login Flow, adding / Adding a Login Flow
- Login Flow finish behavior, setting / Hands on 3 – setting the Login Flow finish behavior
- Subflow element, adding / Adding a Subflow element to a Flow
- Wait element, adding / Hands on 5 – adding a Wait element to a Flow
- launching, from Process Builder / Launching the Flow from Process Builder, Launching the Flow from Process Builder
- custom settings, using / Hands on 6 – using custom settings in a Flow
- used, for creating schedule jobs / Hands on 7 – creating schedule jobs using a Flow
- flow
- designing / Designing the Flow
- logged-in user ID, displaying / Hands on 1 – displaying logged-in user ID
- Screen element, creating / Creating a Screen element
- fields, adding to Screen element / Adding fields to the Screen element
- fields, removing from Screen element / Removing fields from the Screen element
- Start element, setting / Setting the Start element in a Flow
- saving / Saving a Flow
- running / Running a Flow
- real estate commission calculator / Hands on 2 – real estate commission calculator
- elements, connecting / Connecting the Flow elements
- feedback form, conditions based / Hands on 3 – displaying a feedback form based on conditions
- decision element, adding / Adding a Decision element
- choice, adding / Adding a choice to a Flow
- related records based, search functionality used / Hands on 4 – displaying related records based on search functionality
- dynamic choice, adding / Adding a dynamic choice to a Flow
- flow building blocks
- Flow connectors
- about / Flow connectors
- Unlabeled / Flow connectors
- Decision outcome name / Flow connectors
- Wait event name / Flow connectors
- Fault / Flow connectors
- Next element / Flow connectors
- End of loop / Flow connectors
- Flow elements
- about / Flow elements
- Step / Flow elements
- Screen / Flow elements
- Decision / Flow elements
- Assignment / Flow elements
- Loop / Flow elements
- Wait / Flow elements
- Record Create / Flow elements
- Record Update / Flow elements
- Record Lookup / Flow elements
- Record Delete / Flow elements
- Fast Create / Flow elements
- Fast Update / Flow elements
- Fast Lookup / Flow elements
- Fast Delete / Flow elements
- Apex Plug-in / Flow elements
- Subflow / Flow elements
- Other action / Flow elements
- E-mail Alerts / Flow elements
- Post to Chatter / Flow elements
- Send Email / Flow elements
- Submit for Approval / Flow elements
- Flow resources
- about / Flow resources
- Variable / Flow resources
- Collection variable / Flow resources
- SObject Variable / Flow resources
- SObject Collection Variable / Flow resources
- Constant / Flow resources
- Formula / Flow resources
- Text templates / Flow resources
- Choice / Flow resources
- Dynamic choice / Flow resources
- Element / Flow resources
- Global constant / Flow resources
- Outcome / Flow resources
- Picklist values / Flow resources
- Screen field / Flow resources
- System variable / Flow resources
- Wait element / Flow resources
- Flows
- distributing / Distributing or deploying Flows and Processes
- deploying / Distributing or deploying Flows and Processes
- deploying, Change Sets used / Hands on 1 – deploying using Change Sets
- Flow user interface
- customizing / Customizing the Flow user interface
H
- home page layout
- Flow, adding / Hands on 5 – adding Flow to the home page layout
I
- image
- adding, to Display Text / Hands on 6 – adding an image to Display Text
J
- job
- queuing, for next day / Hands on 9 – queuing a job for the next day
L
- leads
- creating / Hands on 1 – creating leads
- adding, to campaign / Hands on 2 – adding leads to a campaign
- record, adding to parent / Adding a record to a parent
- Flow version, activating / Activating a version of a Flow
- values, passing to Flow variables / Passing values to Flow variables through a URL
- finish location, setting / Setting the finish location or redirecting the URL for a Flow
- URL, redirecting for Flow / Setting the finish location or redirecting the URL for a Flow
- logged-in user ID
- displaying / Hands on 1 – displaying logged-in user ID
- Login Flow
- adding / Adding a Login Flow
- finish behavior, adding / Hands on 3 – setting the Login Flow finish behavior
- Loop element
- adding, to Flow / Adding the Loop element to a Flow
M
- master Flow
- creating / Creating a master Flow
- messages
- after login, displaying / Hands on 2 – displaying messages after login
O
- opportunity details
P
- Package
- unmanaged Package, creating / Creating an unmanaged Package
- unmanaged Package, URL / Creating an unmanaged Package
- Process Builder
- used, for invoking Flow / Invoke a Flow using Process Builder
- about / An overview of Process Builder
- business, issues / Business problems
- overview / An overview of the Process Builder user interface
- actions / Actions available in Process Builder
- and other tools, differences / Differences between Process Builder and other tools
- used, for creating applications / Creating applications with Process Builder
- child record, autocreating / Hands on 1 – autocreate a child record
- child records, auto updating / Hands on 2 – auto update child records
- Process, cloning / Hands on 3 – cloning a Process
- Apex plugin, adding / Adding an Apex plugin to your Process
- opportunity details, posting to Chatter group / Hands on 4 – posting opportunity details to the Chatter group
- opportunity owner, e-mail sending / Hands on 5 – sending an e-mail to the opportunity owner
- time-dependent actions, checking / Hands on 6 – checking time-dependent actions from Process Builder
- record, submitting to Approval process / Hands on 7 – submitting a record to the Approval Process
- Flow, calling from / Hands on 8 – calling a Flow from Process Builder
- View Flow, created by / Viewing the Flow created by Process Builder
- Flow, launching from / Launching the Flow from Process Builder, Launching the Flow from Process Builder
R
- real estate commission calculator
- record
- adding, to parent / Adding a record to a parent
- submitting, to Approval Process / Hands on 7 – submitting a record to the Approval Process
- Record Create element
- adding, to Flow / Adding the Record Create element to a Flow
- Record Delete element
- adding, to Flow / Adding the Record Delete element to a Flow
- record followers
- Record Lookup element
- adding, to Flow / Adding the Record Lookup element to a Flow
- Record Update elements
- adding, to FLow / Adding Record Update elements to a Flow
- recurring job
- creating, time-dependent workflow used / Hands on 8 – creating a recurring job using time-dependent workflow and Process Builder
- creating, Process Builder used / Hands on 8 – creating a recurring job using time-dependent workflow and Process Builder
- related records
- displaying, search functionality based / Hands on 4 – displaying related records based on search functionality
S
- Salesforce.com
- logging in to / Logging in to Salesforce.com
- Salesforce Developer account
- creating / Creating a Salesforce Developer account
- Salesforce Workflow Automation Chatter group
- URL / Summary
- schedule jobs
- creating, Flow used / Hands on 7 – creating schedule jobs using a Flow
- Screen element
- creating / Creating a Screen element
- field, removing / Removing fields from the Screen element
- setting, in flow / Setting the Start element in a Flow
- Send Email static action
- SObject Collection Variable
- creating / Creating an SObject Collection Variable
- SObject Variable
- creating / Creating an SObject Variable
- Start element
- setting, in flow / Setting the Start element in a Flow
- Subflow
- about / Hands on 4 – understanding Subflow and the Wait Element
- master Flow, creating / Creating a master Flow
- element, adding to Flow / Adding a Subflow element to a Flow
- Submit for Approval static action
T
- Text Template
- creating / Creating a Text Template
- adding / Creating a Text Template
- time-dependent actions
- from Process Builder, checking / Hands on 6 – checking time-dependent actions from Process Builder
U
- URL
- redirecting, for Flow / Setting the finish location or redirecting the URL for a Flow
V
- values
- adding, to collection variable / Adding values to a collection variable
- variable
- creating / Creating a variable
- View Flow
- created, by Process Builder / Viewing the Flow created by Process Builder
- Package, URL / Viewing the Flow created by Process Builder
- Visualforce page
- Flow, embedding / Embed a Flow into a Visualforce page
- Visual Workflow
- advantages / The benefits of Visual Workflow, System requirements for using Visual Workflow
- lifecycle / An overview of the Visual Workflow lifecycle
- design / An overview of the Visual Workflow lifecycle
- administration / An overview of the Visual Workflow lifecycle
- runtime / An overview of the Visual Workflow lifecycle
- building blocks / An overview of the building blocks of Visual Workflow
- Flow elements / Flow elements
- Flow resources / Flow resources
- Flow connectors / Flow connectors
- invoking, ways / The various ways to invoke a Flow
W
- Wait element
- adding, to Flow / Hands on 5 – adding a Wait element to a Flow