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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

What this book covers

Chapter 1, Getting Started with Visual Workflow, starts with basic knowledge of Salesforce Visual Workflow. We will then pick a few business examples and see how to use Flow instead of Apex code to solve them, and we’ll the discuss the benefits of using Salesforce Visual Workflow. You will also get an overview of the Flow canvas and its elements.

Chapter 2, Creating Flows through Point and Click, introduces you to the various variables available in Flow, and then proceeds toward the designing of Flow using the Screen, Wait, Assignment, and Decision elements.

Chapter 3, Manipulating Records in Visual Workflow, talks about constant and Text template in Flow and then takes you toward the manipulation of data using Record elements. We will see how to send an e-mail from Flow. We will also cover various ways to access the Flow.

Chapter 4, Debugging and New Ways to Call a Flow, serves as the climax of the book, where you will learn how to debug and launch a Flow. We will cover various ways to set the Flow variable using the Visualforce Pages and apex.

Chapter 5, Developing Applications with Process Builder, helps you get a complete understanding of the Process Builder designer and all the actions available inside it.

Chapter 6, Building Efficient and Performance Optimized Processes, helps you understand Process Builder and its concepts, such as how to use Custom Metadata Types, Custom Permissions, and Custom Labels with Process Builder. We will also cover some key concepts, such as using multiple groups of actions and how to call an Apex class from Process Builder.

Chapter 7, Building Applications without Code, starts by introducing you to the various ways to deepen the Flow. We will also cover key elements such as Login Flow using the Wait element in the Flow. We will also cover how you can use custom settings in the Flow and create a scheduled job that will run on a daily basis.

Chapter 8, Enabling Flows to Work with Lightning Experience, explains how you can use new or existing Flows to work with Salesforce Lightning Experience.

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