Learning Salesforce Visual Workflow

Click your way to automating your various business processes using Salesforce Visual Workflow
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Learning Salesforce Visual Workflow

Rakesh Gupta

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Click your way to automating your various business processes using Salesforce Visual Workflow
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Book Details

ISBN 139781785289835
Paperback264 pages

Book Description

Salesforce Management System is an information system used in CRM to automate the business processes like sales and marketing. Visual Workflow is a powerful tool developed by Force.com to automate business processes by creating applications (also called Flows).

Learning Salesforce Visual Workflow starts from the introduction of Flows that will enable you to know all the building blocks that are required for Flows.

You will also learn how to use Process Builder to solve complex business requirements with the help of Flow. Everything is explained in this book using more than 40 real-time business use cases, and towards the end of the book, you will get a clear idea and knowledge on how you can use Flows and Process Builder in your organization to optimize code usage.

Table of Contents

Chapter 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
Chapter 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
Chapter 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
Chapter 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
Chapter 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
Chapter 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

What You Will Learn

  • Develop an application using point and click with help of Flow
  • Get to grips with various ways to launch a Flow
  • Capture the data from an external user without using the Visualforce page
  • Change the Flow UI using CSS
  • Save the user input into the database, and learn how to query and manipulate the data
  • Discover various ways to debug and deploy the Flow and Process Builder
  • Understand the concepts of Subflow and Login Flow
  • Build applications without code

Authors

Table of Contents

Chapter 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
Chapter 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
Chapter 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
Chapter 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
Chapter 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
Chapter 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

Book Details

ISBN 139781785289835
Paperback264 pages
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