Learning Salesforce Visual Workflow.

Format:

Book

Author/Creator:

Gupta, Rakesh.

Series:

Community experience distilled

Language:

English

Subjects (All):

Salesforce.com (Firm).

Customer relations--Management.

Query languages (Computer science).

Salesforce (Online service).

Local Subjects:

Customer relations--Management.

Query languages (Computer science).

Salesforce (Online service).

Physical Description:

1 online resource (264 p.)

Edition:

1st edition

Other Title:

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

Place of Publication:

Birmingham : Packt Publishing, 2015.

Language Note:

English

System Details:

text file

Biography/History:

Gupta Rakesh: Rakesh Gupta is best known as an automation champion in the Salesforce ecosystem. He has written over 150 articles on Visual Workflow and Process Builder to show how someone can use Visual Workflow and Process Builder to minimize code usage. He is one of the Visual Workflow and Process Builder experts in the industry. He has trained more than 700 individual professionals around the globe and conducted corporate training. Currently, Rakesh is working as a Salesforce solution architect consultant.

Summary:

Learning Salesforce Visual Workflow is intended for those who want to use Flows to automate their business requirements by click not code. Salesforce maintains an incredibly user-friendly interface; no previous experience in computer coding or programming is required.

Contents:

Cover; Copyright; Credits; Foreword; About the Author; About the Reviewers; www.PacktPub.com; Table of Contents; Preface; Chapter 1: Getting Started with Visual Workflow; Business problems; Business use case 1; Solution 1 - using an Apex trigger; Solution 2 - a combination of Visual Workflow and Process Builder; Business use case 2; Solution 1 - using Apex; Solution 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 WorkflowFlow elements; Flow resources; Flow connectors; The various ways to invoke a Flow; Summary; Chapter 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 account; Logging in to Salesforce.com; Hands on 1 - displaying logged-in user ID; Creating a Screen element; Adding fields to the Screen element

Removing fields from the Screen elementSetting the Start element in a Flow; Saving a Flow; Running a Flow; Hands on 2 - real estate commission calculator; Connecting the Flow elements; Hands on 3 - displaying a feedback form based on conditions; Adding a Decision element; Adding a choice to a Flow; Hands on 4 - displaying related records based on search functionality; Adding a dynamic choice to a Flow; A few points to remember; Exercises; Summary; Chapter 3: Manipulating Records in Visual Workflow; Creating the building blocks of a Flow; Creating a Constant; Creating a Text Template

Manipulating the dataHands on 1 - creating leads; Adding the Record Create element to a Flow; Hands on 2 - adding leads to a campaign; Adding a record to a parent; Activating a version of a Flow; Passing values to Flow variables through a URL; Setting the finish location or redirecting the URL for a Flow; Hands on 3 - quickly update an account record; Adding Record Update elements to a Flow; Hands on 4 - cleaning Chatter group feed; Adding the Record Delete element to a Flow; Hands on 5 - adding Flow to the home page layout; Saving Flow as a different version

Adding the Record Lookup element to a FlowHands 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; Chapter 4: Debugging and New Ways to Call a Flow; Debugging your Flow; Onscreen debugging; Inbuilt debugging tools; Using debug screens; Debug log; Setting the debug log filter; Who can run the Flow and how; Debugging insufficient privileges on the custom button/link

Embed a Flow into a Visualforce page

Notes:

Description based upon print version of record.

OCLC:

910341797