book

Learning Salesforce Visual Workflow

Name: Learning Salesforce Visual Workflow
Author: Rakesh Gupta
ISBN: 9781785289835

by Rakesh Gupta

April 2015

Intermediate to advanced

264 pages

5h 28m

English

Packt Publishing

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Learning Salesforce Visual Workflow
Table of Contents
Learning Salesforce Visual Workflow
Credits
Foreword
About the Author
About the Reviewers
www.PacktPub.com
Support files, eBooks, discount offers, and moreWhy subscribe?Free access for Packt account holders
Preface
What this book covers
What you need for this book

Who this book is for
Conventions
Reader feedback
Customer support
Downloading the example codeErrataPiracyQuestions
1. Getting Started with Visual Workflow
Business problemsBusiness use case 1Solution 1 – using an Apex triggerSolution 2 – a combination of Visual Workflow and Process BuilderBusiness use case 2Solution 1 – using ApexSolution 2 – a combination of Visual Workflow and Process Builder
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
Flow elementsFlow resourcesFlow connectors
The various ways to invoke a Flow
Summary
2. Creating Flow through Point and Click
Creating the building blocks of Flow
Creating a variable
Creating a collection variable
Adding values to a collection variable
Creating an SObject Variable
Creating an SObject Collection Variable
Designing the Flow
Creating a Salesforce Developer accountLogging in to Salesforce.comHands on 1 – displaying logged-in user IDCreating a Screen elementAdding fields to the Screen elementRemoving fields from the Screen elementSetting the Start element in a FlowSaving a FlowRunning a FlowHands on 2 – real estate commission calculatorConnecting the Flow elementsHands on 3 – displaying a feedback form based on conditionsAdding a Decision elementAdding a choice to a FlowHands on 4 – displaying related records based on search functionalityAdding a dynamic choice to a 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 leadsAdding the Record Create element to a FlowHands on 2 – adding leads to a campaignAdding a record to a parentActivating a version of a FlowPassing values to Flow variables through a URLSetting the finish location or redirecting the URL for a FlowHands on 3 – quickly update an account recordAdding Record Update elements to a FlowHands on 4 – cleaning Chatter group feedAdding the Record Delete element to a FlowHands on 5 – adding Flow to the home page layoutSaving Flow as a different versionAdding the Record Lookup element to a FlowHands on 6 – adding an image to Display TextHands on 7 – saving data from a feedback formHands on 8 – sending an e-mailHands on 9 – creating a custom error messageHands 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 FlowOnscreen debuggingInbuilt debugging toolsUsing debug screens
Debug log
Setting the debug log filter
Who can run the Flow and how
Debugging insufficient privileges on the custom button/linkEmbed a Flow into a Visualforce pageInvoke a Flow using Process Builder
Automating your business process
Hands on 1 – copying the record followersAdding the Fast Lookup element to a FlowAdding the Loop element to a FlowAdding an Assignment element to a FlowAdding the Fast Create element to a FlowHands on 2 – open a Flow for unauthenticated accessCustomizing the Flow user interfaceHands on 3 – setting the finish behavior in the Visualforce pageUsing the URLFOR functionUsing the $Page variableUsing a controllerHands on 4 – accessing a Flow through Salesforce1Through the Salesforce1 navigation menuThrough publisher actionsHands on 5 – setting the Flow variables value from a Visualforce pageWithout a controllerWith the standard controllerWith the custom controllerCall a Flow using the custom controllerHands on 6 – invoking a Flow using an Inline Visualforce pageHands 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 BuilderBusiness problemsAn overview of the Process Builder user interfaceActions available in Process Builder
Differences between Process Builder and other tools
Creating applications with Process Builder
Hands on 1 – autocreate a child recordCreating a ProcessAdding an object and evaluation criteriaAdding Process criteriaAdding an action to a ProcessActivating a ProcessDeactivating a ProcessDeleting a ProcessHands on 2 – auto update child recordsHands on 3 – cloning a ProcessAdding an Apex plugin to your ProcessHands on 4 – posting opportunity details to the Chatter groupHands on 5 – sending an e-mail to the opportunity ownerHands on 6 – checking time-dependent actions from Process BuilderHands on 7 – submitting a record to the Approval ProcessHands on 8 – calling a Flow from Process Builder
A few points to remember
Exercises
Summary
6. Building Applications without Code
Distributing or deploying Flows and ProcessesHands on 1 – deploying using Change SetsCreating an unmanaged PackageViewing the Flow created by Process Builder
Hands on 2 – displaying messages after login
Adding a Login FlowHands on 3 – setting the Login Flow finish behavior
Hands on 4 – understanding Subflow and the Wait Element
Creating a master FlowAdding a Subflow element to a FlowHands on 5 – adding a Wait element to a FlowLaunching the Flow from Process Builder
Hands on 6 – using custom settings in a Flow
Launching the Flow from Process Builder
Hands on 7 – creating schedule jobs using a Flow
Hands on 8 – creating a recurring job using time-dependent workflow and Process BuilderHands on 9 – queuing a job for the next day
A few points to remember
Exercises
Summary
Index

Content preview from Learning Salesforce Visual Workflow

An overview of the Cloud Flow Designer

The Cloud Flow Designer is a tool that allows you to implement business requirements by constructing Flows (without any code); this is a way to collect, update, edit, and create data in Salesforce. The Cloud Flow Designer user interface has different functional parts.

These functional parts are as follows:

The button bar: You can use Save, Save As, Run, Run with Latest, Close, undo, and redo changes to run or view properties of your Flow buttons available in the button bar. The status indicator marked in the red rectangle on the right-hand side of the bar shows the status (Active or Inactive) of your Flow.
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Learning Salesforce Visual Workflow and Process Builder - Second Edition

Publisher Resources

ISBN: 9781785289835

Cloud Computing

Data Engineering

Data Science

AI & ML

Programming Languages

Software Architecture

IT/Ops

Security

Design

Business

Soft Skills

Learning Salesforce Visual Workflow

by Rakesh Gupta

An overview of the Cloud Flow Designer

Become an O’Reilly member and get unlimited access to this title plus top books and audiobooks from O’Reilly and nearly 200 top publishers, thousands of courses curated by job role, 150+ live events each month,
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