As a Salesforce administrator or developer, you may get business requirements from businesses to streamline the processes. Many of them are achievable using out-of-the-box (OOB) concepts, and for others, we have to use Apex or Visualforce pages. Visual Workflow gives us another method that will let us implement many business processes without needing custom coding. A few examples are discussed in the following sections.
Business problems
by Rakesh Gupta
Learning Salesforce Visual Workflow and Process Builder - Second Edition
- Preface
- 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
- Visual Workflow outcome behavior
- Creating an Admin playground account
- Summary
- Creating Flow through Point and Click
- Creating the building blocks of Flow
- Allowing users to pause Flows
- Designing the Flow
- A few points to remember
- Exercises
- Summary
- Manipulating Records in Visual Workflow
- Creating the building blocks of a Flow
- Creating a constant
- Creating a Text Template
- Manipulating the data
- Hands on 1 - creating leads
- Hands on 2 - adding leads to a campaign
- Hands on 3 - quickly update an account record
- Hands on 4 - cleaning Chatter group feed
- Hands on 5 - adding Flow to the home page layout
- Hands on 6 - adding an image to Display Text
- Hands on 7 - saving data from a feedback form
- Hands on 8 - sending an e-mail
- Hands on 9 - creating a custom error message
- Hands on 10 - conditional execution of a Flow with JavaScript
- A few points to remember
- Exercises
- Summary
- Debugging and New Ways to Call a Flow
- Debugging your Flow
- Debug log
- Who can run the Flow and how
- Automating your business process
- Hands on 1 - copying the record followers
- Hands on 2 - open a Flow for unauthenticated access
- Hands on 3 - setting finish behavior on the Visualforce page
- Hands on 4 - accessing a Flow through Salesforce1
- Hands on 5 - setting Flow variables value from a Visualforce page
- Hands on 6 - invoking a Flow using an Inline Visualforce page
- Hands on 7 - using Flow to save the data from Visualforce page
- Hands on 8 - using cross-object fields in Flow
- A few points to remember
- Exercises
- Summary
- Developing Applications with Process Builder
- An overview of Process Builder
- Differences between Process Builder and other tools
- Creating applications with Process Builder
- Hands on 1 - auto create a child record
- Hands on 2 - auto update child records
- Hands on 3 - cloning a Process
- Hands on 4 - posting opportunity details to the Chatter group
- Hands on 5 - sending an e-mail to the opportunity owner
- Hands on 6 - checking time-dependent actions from Process Builder
- Hands on 7 - submitting a record to an Approval Process
- Hands on 8 - calling a Flow from Process Builder
- A few points to remember
- Exercises
- Summary
- Building Efficient and Performance Optimized Processes
- An overview of process management
- Hands on 2 - using custom labels in Process Builder
- Hands on 4 - calling an Apex class from Process Builder
- Hands on 5 - bypass processes using Custom Permission
- Hands on 7 - scheduling multiple groups of actions
- Hands on 8 - executing multiple criteria of a process
- Hands on 9 - creating reusable processes using invocable process
- A few points to remember
- Exercises
- Summary
- Building Applications without Code
- Enabling Flows to Work with Lightning Experience
Business problems
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