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Learning Salesforce Visual Workflow

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

Downloading the example code for this book. You can download the example code files for all Packt books you have purchased from your account at http://www.PacktPub.com. If you purchased this book elsewhere, you can visit http://www.PacktPub.com/support and register to have the files e-mailed directly to you.

Table of Contents

  1. Learning Salesforce Visual Workflow
    1. Table of Contents
    2. Learning Salesforce Visual Workflow
    3. Credits
    4. Foreword
    5. About the Author
    6. About the Reviewers
    7. www.PacktPub.com
      1. Support files, eBooks, discount offers, and more
        1. Why subscribe?
        2. Free access for Packt account holders
    8. Preface
      1. What this book covers
      2. What you need for this book
      3. Who this book is for
      4. Conventions
      5. Reader feedback
      6. Customer support
        1. Downloading the example code
        2. Errata
        3. Piracy
        4. Questions
    9. 1. Getting Started with Visual Workflow
      1. Business problems
        1. Business use case 1
          1. Solution 1 – using an Apex trigger
          2. Solution 2 – a combination of Visual Workflow and Process Builder
        2. Business use case 2
          1. Solution 1 – using Apex
          2. Solution 2 – a combination of Visual Workflow and Process Builder
      2. The benefits of Visual Workflow
      3. System requirements for using Visual Workflow
      4. An overview of the Visual Workflow lifecycle
      5. An overview of the Cloud Flow Designer
      6. An overview of the building blocks of Visual Workflow
        1. Flow elements
        2. Flow resources
        3. Flow connectors
      7. The various ways to invoke a Flow
      8. Summary
    10. 2. Creating Flow through Point and Click
      1. Creating the building blocks of Flow
      2. Creating a variable
      3. Creating a collection variable
        1. Adding values to a collection variable
      4. Creating an SObject Variable
      5. Creating an SObject Collection Variable
      6. Designing the Flow
        1. Creating a Salesforce Developer account
        2. Logging in to Salesforce.com
        3. Hands on 1 – displaying logged-in user ID
          1. Creating a Screen element
          2. Adding fields to the Screen element
          3. Removing fields from the Screen element
          4. Setting the Start element in a Flow
          5. Saving a Flow
          6. Running a Flow
        4. Hands on 2 – real estate commission calculator
          1. Connecting the Flow elements
        5. Hands on 3 – displaying a feedback form based on conditions
          1. Adding a Decision element
          2. Adding a choice to a Flow
        6. Hands on 4 – displaying related records based on search functionality
          1. Adding a dynamic choice to a Flow
      7. A few points to remember
      8. Exercises
      9. Summary
    11. 3. Manipulating Records in Visual Workflow
      1. Creating the building blocks of a Flow
      2. Creating a Constant
      3. Creating a Text Template
      4. Manipulating the data
        1. Hands on 1 – creating leads
          1. Adding the Record Create element to a Flow
        2. Hands on 2 – adding leads to a campaign
          1. Adding a record to a parent
          2. Activating a version of a Flow
          3. Passing values to Flow variables through a URL
          4. Setting the finish location or redirecting the URL for a Flow
        3. Hands on 3 – quickly update an account record
          1. Adding Record Update elements to a Flow
        4. Hands on 4 – cleaning Chatter group feed
          1. Adding the Record Delete element to a Flow
        5. Hands on 5 – adding Flow to the home page layout
          1. Saving Flow as a different version
          2. Adding the Record Lookup element to a Flow
        6. Hands on 6 – adding an image to Display Text
        7. Hands on 7 – saving data from a feedback form
        8. Hands on 8 – sending an e-mail
        9. Hands on 9 – creating a custom error message
        10. Hands on 10 – conditional execution of a Flow with JavaScript
      5. A few points to remember
      6. Exercises
      7. Summary
    12. 4. Debugging and New Ways to Call a Flow
      1. Debugging your Flow
        1. Onscreen debugging
          1. Inbuilt debugging tools
        2. Using debug screens
      2. Debug log
        1. Setting the debug log filter
      3. Who can run the Flow and how
        1. Debugging insufficient privileges on the custom button/link
        2. Embed a Flow into a Visualforce page
        3. Invoke a Flow using Process Builder
      4. Automating your business process
        1. Hands on 1 – copying the record followers
          1. Adding the Fast Lookup element to a Flow
          2. Adding the Loop element to a Flow
          3. Adding an Assignment element to a Flow
          4. Adding the Fast Create element to a Flow
        2. Hands on 2 – open a Flow for unauthenticated access
          1. Customizing the Flow user interface
        3. Hands on 3 – setting the finish behavior in the Visualforce page
          1. Using the URLFOR function
          2. Using the $Page variable
          3. Using a controller
        4. Hands on 4 – accessing a Flow through Salesforce1
          1. Through the Salesforce1 navigation menu
          2. Through publisher actions
        5. Hands on 5 – setting the Flow variables value from a Visualforce page
          1. Without a controller
          2. With the standard controller
          3. With the custom controller
          4. Call a Flow using the custom controller
        6. Hands on 6 – invoking a Flow using an Inline Visualforce page
        7. Hands on 7 – using a Flow to save the data from the Visualforce page
      5. A few points to remember
      6. Exercises
      7. Summary
    13. 5. Developing Applications with Process Builder
      1. An overview of Process Builder
        1. Business problems
        2. An overview of the Process Builder user interface
        3. Actions available in Process Builder
      2. Differences between Process Builder and other tools
      3. Creating applications with Process Builder
        1. Hands on 1 – autocreate a child record
          1. Creating a Process
          2. Adding an object and evaluation criteria
          3. Adding Process criteria
          4. Adding an action to a Process
          5. Activating a Process
          6. Deactivating a Process
          7. Deleting a Process
        2. Hands on 2 – auto update child records
        3. Hands on 3 – cloning a Process
          1. Adding an Apex plugin to your Process
        4. Hands on 4 – posting opportunity details to the Chatter group
        5. Hands on 5 – sending an e-mail to the opportunity owner
        6. Hands on 6 – checking time-dependent actions from Process Builder
        7. Hands on 7 – submitting a record to the Approval Process
        8. Hands on 8 – calling a Flow from Process Builder
      4. A few points to remember
      5. Exercises
      6. Summary
    14. 6. Building Applications without Code
      1. Distributing or deploying Flows and Processes
        1. Hands on 1 – deploying using Change Sets
        2. Creating an unmanaged Package
          1. Viewing the Flow created by Process Builder
      2. Hands on 2 – displaying messages after login
        1. Adding a Login Flow
        2. Hands on 3 – setting the Login Flow finish behavior
      3. Hands on 4 – understanding Subflow and the Wait Element
        1. Creating a master Flow
        2. Adding a Subflow element to a Flow
        3. Hands on 5 – adding a Wait element to a Flow
          1. Launching the Flow from Process Builder
      4. Hands on 6 – using custom settings in a Flow
        1. Launching the Flow from Process Builder
      5. Hands on 7 – creating schedule jobs using a Flow
        1. Hands on 8 – creating a recurring job using time-dependent workflow and Process Builder
        2. Hands on 9 – queuing a job for the next day
      6. A few points to remember
      7. Exercises
      8. Summary
    15. Index