- 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
As soon as you are done with Flow development, the next task is to configure Flow access for business users, so they can use it. There are various ways through which you can invoke/launch your Flows. They are as follows:
- The Flow URL
- A custom button or URL
- A web or Visualforce tab
- A combination of the Visualforce page and the Force.com Site or customer portal and partner portal
- The Login Flow
- The Visualforce page
- Process Builder
- The Apex
start()method - The Invocable Action resource in the Force.com REST API
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