Book description
Click your way to automating your various business processes using Salesforce Visual Workflow
In Detail
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.
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
Table of contents
-
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
Product information
- Title: Learning Salesforce Visual Workflow
- Author(s):
- Release date: April 2015
- Publisher(s): Packt Publishing
- ISBN: 9781785289835
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