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Learning Salesforce Visual Workflow and Process Builder

You're reading from   Learning Salesforce Visual Workflow and Process Builder Flows and automation for enhanced business productivity

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Product type Paperback
Published in May 2017
Publisher
ISBN-13 9781787284999
Length 448 pages
Edition 2nd Edition
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Author (1):
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Rakesh Gupta Rakesh Gupta
Author Profile Icon Rakesh Gupta
Rakesh Gupta
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Toc

Table of Contents (9) Chapters Close

Preface 1. Getting Started with Visual Workflow FREE CHAPTER 2. Creating Flow through Point and Click 3. Manipulating Records in Visual Workflow 4. Debugging and New Ways to Call a Flow 5. Developing Applications with Process Builder 6. Building Efficient and Performance Optimized Processes 7. Building Applications without Code 8. Enabling Flows to Work with Lightning Experience

Exercises

  1. Create a one-step Approval Process for the account to get an approval from the CEO once an account becomes active. Use Process Builder to automatically submit an account for approval once it gets activated.
  1. Automatically update the lead rating to Warm whenever the lead status gets updated to Working—Contacted.
  2. Develop an application using Flow and Process Builder. It will automatically remove all the followers except the opportunity owner from an Opportunity once its stage is updated to Closed-Won or Closed-Lost.
  3. Automatically create a child case whenever a case is created with the High priority. Use the following information to create the child case:
    • Status: New
    • Priority: Medium
    • Case Origin: Phone
    • Associate it with a high priority case
  1. Create a one-step Approval Process for the account to get an approval from the CEO once an account becomes active. Use Process Builder to automatically submit...
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