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Learning Salesforce Visual Workflow and Process Builder - Second Edition

Book Description

Click your way to automating various business processes using Salesforce Visual Workflow

About This Book

  • Develop an application using Point and Click with the help of Flow
  • Get to grips with various ways to launch a Flow
  • Capture data from an external user without using the Visualforce page
  • Save user input into the database, and learn how to query and manipulate the data
  • Discover various ways to debug and deploy Flow and Process Builder
  • Understand the concepts of Subflow and Login Flow
  • Handle complex business processes using Process builder and keep them clean
  • Use existing or new Flows to work with Salesforce Lightning Experience.

Who This Book Is For

This book is intended for those who want to use Flows to automate their business requirements by clicking, not coding. No previous experience in computer coding or programming is required

What You Will Learn

  • Develop an application using point and click with the help of Flow
  • Get to grips with various ways to launch a Flow
  • Capture data from an external user without using the Visualforce page
  • Save user input into the database, and learn how to query and manipulate the data
  • Discover various ways to debug and deploy Flow and Process Builder
  • Understand the concepts of Subflow and Login Flow
  • Handle complex business processes using Process builder and keep them clean
  • Use existing or new Flows to work with Salesforce Lightning Experience.

In Detail

Salesforce Management System is an information system used in CRM to automate the business processes like sales and marketing. To implement this, Force.com developed a powerful tool called Visual Workflow to automate business processes by creating applications also called Flows.

Learning Salesforce Visual Workflow, Second Edition is a practical guide on Flows that will enable you to develop custom applications in Salesforce with minimized code usage.

The book starts with an introduction to Visual Workflows that teaches all the building blocks of creating Flows and use it efficiently. You will learn how to easily automate business processes and tackle complex business scenarios using Flows. The book explains the working of the Process Builder so you can create reusable processes. The book also covers how you can integrate existing or newly created Flows with the Salesforce Lightening Experience.

By the end of the book, you will get a clear understanding on how to use Flows and Process Builder in your organization to optimize code usage.

Style and approach

Step by step approch to use Process Builder to solve complex business requirements with the help of Flow

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 code file.

Table of Contents

  1. 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
  2. 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
        3. Solution 3- using 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. Visual Workflow outcome behavior
    9. Creating an Admin playground account
      1. Logging in to Salesforce.com
    10. Summary
  3. Creating Flow through Point and Click
    1. Creating the building blocks of Flow
      1. Creating a variable
      2. Creating a collection variable
        1. Adding values to a collection variable
      3. Creating an SObject Variable
      4. Creating an SObject Collection Variable
    2. Allowing users to pause Flows
    3. Designing the Flow
      1. Hands on 1 - displaying a 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
      2. Hands on 2 - real estate commission calculator
        1. Connecting the Flow elements
      3. Hands on 3 - displaying a feedback form based on conditions
        1. Adding a Decision element
        2. Adding a choice to a Flow
      4. Hands on 4 - displaying related records based on search functionality
        1. Adding a Dynamic Record choice to a Flow
      5. Hands on 5 - creating an opportunity form
        1. Adding a Picklist choice to a Flow
    4. A few points to remember
    5. Exercises
    6. Summary
  4. 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 a 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
  5. Debugging and New Ways to Call a Flow
    1. Debugging your Flow
      1. On screen 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. Embedding a Flow into a Visualforce page
      3. Invoking 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 finish behavior on 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 Flow variables value from a Visualforce page
        1. Without a controller
        2. With the standard controller
        3. With the custom controller
        4. Calling a Flow using the custom controller
      6. Hands on 6 - invoking a Flow using an Inline Visualforce page
      7. Hands on 7 - using Flow to save the data from Visualforce page
      8. Hands on 8 - using cross-object fields in Flow
        1. Referencing a cross-object field in Flow
          1. Cross-object field references in simple relationships
          2. Cross-object field references in polymorphic relationships
    5. A few points to remember
    6. Exercises
    7. Summary
  6. Developing Applications with Process Builder
    1. An overview of Process Builder
      1. Business problems
      2. Browser requirements for using Process Builder
      3. An overview of the Process Builder user interface
      4. Actions available in Process Builder
    2. Differences between Process Builder and other tools
    3. Creating applications with Process Builder
      1. Hands on 1 - auto create 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 version
      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 an Approval Process
      8. Hands on 8 - calling a Flow from Process Builder
    4. A few points to remember
    5. Exercises
    6. Summary
  7. Building Efficient and Performance Optimized Processes
    1. An overview of process management
      1. Using Audit Trail to track setup changes in a Process or a Flow
      2. Hands on 1 - using Workbench to get all the details of a process
    2. Hands on 2 - using custom labels in Process Builder
      1. Creating a custom label
      2. Hands on 3 - using a Quick action to add a record to a Chatter group
    3. Hands on 4 - calling an Apex class from Process Builder
    4. Hands on 5 - bypass processes using Custom Permission
      1. Creating a custom permission
      2. Hands on 6 - defining additional conditions when updating records
    5. Hands on 7 - scheduling multiple groups of actions
    6. Hands on 8 - executing multiple criteria of a process
      1. Reordering the criteria node in Process Builder
    7. Hands on 9 - creating reusable processes using invocable process
      1. Creating a master process to call a invocable process
    8. A few points to remember
    9. Exercises
    10. Summary
  8. Building Applications without Code
    1. Distributing or deploying Flows and Processes
      1. Deploying using Change Sets
      2. Hands on 1 - creating an unmanaged package
    2. Hands on 2 - displaying messages after login
      1. Connecting a Login Flow to a profile
      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
        2. Checking time-dependent actions from Flow
    4. Hands on 6 - using custom metadata types in a Flow
      1. Launching the Flow from Process Builder
    5. Hands on 7 - creating scheduled jobs using a Flow
      1. Hands on 8 - creating a recurring job using a 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
  9. Enabling Flows to Work with Lightning Experience
    1. Lightning runtime experience for Flows
      1. Hands on 1 - enabling a Flow in Lightning skin
        1. Hands on 2 - embedding a Flow into a Lightning App Page
          1. Hands on 3- enabling Lightning App Pages to Salesforce1 and Lightning Experience users
    2. Hands on 4 - embedding a Flow into a Lightning Record Page
      1. Hands on 5 - displaying two columns Flows
        1. Enabling custom record page for your Lightning Experience users
    3. Hands on 6 - displaying a two-column Flow through a custom button
      1. Hands on 7 - redirect Flows that render in Lightning Runtime
        1. Adding a retURL to custom button
    4. A few points to remember
    5. Exercises
    6. Summary