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Learning Salesforce Visual Workflow
Learning Salesforce Visual Workflow

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

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Learning Salesforce Visual Workflow

Chapter 2. Creating Flow through Point and Click

In the previous chapter, we had an overview of Visual Workflow. We discussed the benefits of using Visual Workflow and the system requirements for it. We also learned various ways to invoke the Flow. In this chapter, you will see how easily you can create user interaction screens without Visualforce and complex process automation without Apex. This chapter mainly focuses on the design of Visual Workflow using various components. The following topics will be covered in this chapter:

  • Creating the building blocks of the Flow
  • Designing the Flow: In this topic, we will cover:
    • Creating a Salesforce Developer account
    • Displaying logged-in user ID
    • Real estate commission calculator
    • Displaying feedback forms based on conditions
    • Displaying related records based on search functionality

Creating the building blocks of Flow

In Chapter 1, Getting Started with Visual Workflow, we discussed the building blocks of Flow, for example, Flow elements, Flow resources, and Flow connectors. Before going ahead, you will first learn to create variables in Flow and then we will discuss the other building blocks in upcoming chapters. The few building blocks we are going to discuss here are:

  • Creating a variable
  • Creating a collection variable
  • Creating an SObject Variable
  • Creating an SObject Collection Variable

Creating a variable

A variable is used to store the value. You can use the variable throughout your Flow, for example, while creating the record, performing an update, or with delete operations.

An example business scenario: Robby Williams is working as a system administrator in Universal Container. Currently, he is developing a Visual Workflow and wants to create a variable to store customer names.

To create a variable in your Flow, follow these instructions:

  1. Navigate to Setup | Build | Create | Workflow & Approvals | Flows.
  2. Click on the New Flow button; it will open the Flow canvas for you.

    Note

    If you are using Flow for the first time, then it will pop up a welcome page. On the bottom of the page, you can see the Don't Show Again checkbox. If you want the Flow page to load faster, then select this checkbox.

  3. Navigate to the Resources tab, and double-click on the Variable option available under the CREATE NEW section, as shown in the following screenshot:
    Creating a variable

    This will open a window for you...

Creating a collection variable

Collection variables are used to store multiple values of similar data types. For example, a group of e-mail addresses. Once you have populated a collection variable with values, you can use it throughout the Flow.

An example business scenario: Helina Jolly is working as a system administrator in Universal Container. Currently, she is developing a Visual Workflow and wants to create a variable to store customers' e-mail addresses to send out an e-mail to them.

To create a collection variable in your Flow, follow these instructions:

  1. Navigate to Setup | Build | Create | Workflow & Approvals | Flows.
  2. Click on the New Flow button; it will open the Flow canvas for you.
  3. Then navigate to the Resources tab, and double-click on Collection Variable available under the CREATE NEW section. It will open a window for you, where you have to enter the following details:
    • Unique Name: Enter the unique name. The name must begin with a letter and use only alphanumeric characters...

Creating an SObject Variable

A business scenario: Robby Williams is working as a system administrator in Universal Container. Currently, he is developing a Visual Workflow and wants to create a variable to store the Account record field's values.

An SObject Variable is used to hold field values for a record of a particular object. You can use an SObject Variable as a container in the Flow to store, update, and reference field values for a record. To create an SObject Variable in your Flow, follow these instructions:

  1. Navigate to Setup | Build | Create | Workflow & Approvals | Flows.
  2. Click on the New Flow button; it will open the Flow canvas for you.
  3. Then navigate to the Resources tab, and double-click on SObject Variable available under the CREATE NEW section.
  4. This will open a window where you have to enter Unique Name, Description, Input/Output Type, and Object Type. In this scenario, select the Account object from the drop-down list, as shown in the following screenshot:
    Creating an SObject Variable
  5. Click on the...

Creating an SObject Collection Variable

An SObject Collection Variable is used to store multiple records of a particular object. You can use an SObject Collection Variable as a container in the Flow to store, update, and reference field values for records. For example, you want to store account name, billing, and shipping details for 10 accounts; in this case, you can use an SObject Collection Variable. In a similar fashion (to an SObject Variable), you can create an SObject Collection Variable.

Note

For best practices in this book, we will be using SOCV as the prefix for an SObject Collection Variable.

You can use an SObject Collection Variable with fast elements to store, update, create, and delete records in bulk.

Creating the building blocks of Flow


In Chapter 1, Getting Started with Visual Workflow, we discussed the building blocks of Flow, for example, Flow elements, Flow resources, and Flow connectors. Before going ahead, you will first learn to create variables in Flow and then we will discuss the other building blocks in upcoming chapters. The few building blocks we are going to discuss here are:

  • Creating a variable

  • Creating a collection variable

  • Creating an SObject Variable

  • Creating an SObject Collection Variable

Creating a variable


A variable is used to store the value. You can use the variable throughout your Flow, for example, while creating the record, performing an update, or with delete operations.

An example business scenario: Robby Williams is working as a system administrator in Universal Container. Currently, he is developing a Visual Workflow and wants to create a variable to store customer names.

To create a variable in your Flow, follow these instructions:

  1. Navigate to Setup | Build | Create | Workflow & Approvals | Flows.

  2. Click on the New Flow button; it will open the Flow canvas for you.

    Note

    If you are using Flow for the first time, then it will pop up a welcome page. On the bottom of the page, you can see the Don't Show Again checkbox. If you want the Flow page to load faster, then select this checkbox.

  3. Navigate to the Resources tab, and double-click on the Variable option available under the CREATE NEW section, as shown in the following screenshot:

    This will open a window for you, where...

Creating a collection variable


Collection variables are used to store multiple values of similar data types. For example, a group of e-mail addresses. Once you have populated a collection variable with values, you can use it throughout the Flow.

An example business scenario: Helina Jolly is working as a system administrator in Universal Container. Currently, she is developing a Visual Workflow and wants to create a variable to store customers' e-mail addresses to send out an e-mail to them.

To create a collection variable in your Flow, follow these instructions:

  1. Navigate to Setup | Build | Create | Workflow & Approvals | Flows.

  2. Click on the New Flow button; it will open the Flow canvas for you.

  3. Then navigate to the Resources tab, and double-click on Collection Variable available under the CREATE NEW section. It will open a window for you, where you have to enter the following details:

    • Unique Name: Enter the unique name. The name must begin with a letter and use only alphanumeric characters...

Creating an SObject Variable


A business scenario: Robby Williams is working as a system administrator in Universal Container. Currently, he is developing a Visual Workflow and wants to create a variable to store the Account record field's values.

An SObject Variable is used to hold field values for a record of a particular object. You can use an SObject Variable as a container in the Flow to store, update, and reference field values for a record. To create an SObject Variable in your Flow, follow these instructions:

  1. Navigate to Setup | Build | Create | Workflow & Approvals | Flows.

  2. Click on the New Flow button; it will open the Flow canvas for you.

  3. Then navigate to the Resources tab, and double-click on SObject Variable available under the CREATE NEW section.

  4. This will open a window where you have to enter Unique Name, Description, Input/Output Type, and Object Type. In this scenario, select the Account object from the drop-down list, as shown in the following screenshot:

  5. Click on the OK...

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Description

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.

Who is this book for?

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

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

Product Details

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Publication date, Length, Edition, Language, ISBN-13
Publication date : Apr 29, 2015
Length: 264 pages
Edition : 1st
Language : English
ISBN-13 : 9781785286681
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Category :
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Tools :

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Product Details

Publication date : Apr 29, 2015
Length: 264 pages
Edition : 1st
Language : English
ISBN-13 : 9781785286681
Vendor :
Salesforce
Category :
Concepts :
Tools :

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Table of Contents

7 Chapters
1. Getting Started with Visual Workflow Chevron down icon Chevron up icon
2. Creating Flow through Point and Click Chevron down icon Chevron up icon
3. Manipulating Records in Visual Workflow Chevron down icon Chevron up icon
4. Debugging and New Ways to Call a Flow Chevron down icon Chevron up icon
5. Developing Applications with Process Builder Chevron down icon Chevron up icon
6. Building Applications without Code Chevron down icon Chevron up icon
Index Chevron down icon Chevron up icon

Customer reviews

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Mr. A. White Nov 16, 2015
Full star icon Full star icon Full star icon Full star icon Full star icon 5
A well thought through book with many 'hands on' examples
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