Book Image

Learning Salesforce Visual Workflow

By : Rakesh Gupta
Book Image

Learning Salesforce Visual Workflow

By: Rakesh Gupta

Overview of this book

Table of Contents (14 chapters)
Learning Salesforce Visual Workflow
About the Author
About the Reviewers


We wrote this book for Salesforce developers, administrators, customers, and partners to get started with Salesforce Visual Workflow and Process Builder. Salesforce Management System is an information system used in CRM to automate business processes such as sales and marketing. Visual Workflow is another way to develop applications in Salesforce using click not code. This is a powerful tool developed by Salesforce to automate business processes by creating applications (also called Flows). This book will act as both a reference for the administrator and a configuration guide for the newbie customer who wants to develop applications in Salesforce without code, using Process Builder and Flow.

This book covers all the possible features of Flow and Process Builder in Salesforce. We have used a hands-on approach in a real-time scenario so that you get a full overview of those topics. At the end of every chapter, you will find key points and exercises for practice. Salesforce CRM is a service by, which is available commercially, but all the material in this book is developed using its Developer Edition. This book covers features till the Spring '15 release.

What this book covers

Chapter 1, Getting Started with Visual Workflow, gives basic knowledge of Salesforce Visual Workflow. We will pick up a few business examples and see how to use a Flow instead of Apex code to solve it, and we will also discuss the benefits of using Salesforce Visual Workflow. We will also have an overview of the Flow canvas and its elements.

Chapter 2, Creating Flow through Point and Click, describes the various variables available in the Flow. We will then proceed towards designing the Flow using the Screen, Wait, Assignment, and Decision elements.

Chapter 3, Manipulating Records in Visual Workflow, discusses the Constant and Text Template in the Flow. We will then proceed towards the manipulation of data using Record elements, and we will also see how to send an e-mail from the Flow. We will also cover various ways to access the Flow.

Chapter 4, Debugging and New Ways to Call a Flow, serves as the climax to the book, where you will gain knowledge of how to debug and launch a Flow. We will also cover various ways to set the Flow variable using Visualforce pages and Apex.

Chapter 5, Developing Applications with Process Builder, enables you to gain a complete understanding of the Process Builder designer and all available actions inside it.

Chapter 6, Building Applications without Code, gives you the enough idea how you can develop complex applications using Flow. We will also cover key elements such as Login Flow, using the Wait element in the Flow. We will also cover how you can use custom settings in the Flow and create a scheduled job that will run on a daily basis.

What you need for this book

Visual Workflow is available in Enterprise, Performance, Unlimited, and Developer Editions. The requirements are as follows:

  • Windows Internet Explorer versions 8 through 11 (6 and 7 are not supported), Google Chrome, or Mozilla Firefox

  • Adobe Flash Player Version 10.1 and later, the minimum version required to run the Cloud Flow Designer is 10.0

  • A minimum browser resolution of 1024 x 768

Who this book is for

The book is written for anyone who is a newbie or an experienced professional in the Salesforce arena and wants to learn about or explore the various tools available in Salesforce to automate business processes by using click not code.


In this book, you will find a number of text styles that distinguish between different kinds of information. Here are some examples of these styles and an explanation of their meaning.

Code words in text, database table names, folder names, filenames, file extensions, pathnames, dummy URLs, user input, and Twitter handles are shown as follows: "It allows you to invoke the Apex class that implements the Process.Plugin interface."

A block of code is set as follows:

// Start Method
global Database.QueryLocator start(){
  /* Use SOQL query to get the records you want to operate upon
    select Id, fullPhotoUrl from User where isactive = true AND FullPhotoUrl    like '%photo/005%'*/

New terms and important words are shown in bold. Words that you see on the screen, for example, in menus or dialog boxes, appear in the text like this: "There are several types of resources available under the Resource tab."


Warnings or important notes appear in a box like this.


Tips and tricks appear like this.

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