- Learning Salesforce Visual Workflow
- Table of Contents
- Learning Salesforce Visual Workflow
- Credits
- Foreword
- About the Author
- About the Reviewers
- www.PacktPub.com
- Preface
- 1. Getting Started with Visual Workflow
- 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
- 3. 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
- 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
- Hands on 1 – copying the record followers
- Hands on 2 – open a Flow for unauthenticated access
- Hands on 3 – setting the finish behavior in the Visualforce page
- Hands on 4 – accessing a Flow through Salesforce1
- Hands on 5 – setting the Flow variables value from a Visualforce page
- Hands on 6 – invoking a Flow using an Inline Visualforce page
- Hands on 7 – using a Flow to save the data from the Visualforce page
- A few points to remember
- Exercises
- Summary
- 5. 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 – autocreate 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 the Approval Process
- Hands on 8 – calling a Flow from Process Builder
- A few points to remember
- Exercises
- Summary
- 6. Building Applications without Code
- Index
-
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