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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

Creating Flow through Point and Click

In the previous chapter, we gave you an overview of Visual Workflow. We discussed the benefits of using Visual Workflow and the system requirements for it. You 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:
    • Creating a variable
    • Creating a Collection variable
    • Creating an SObject variable
    • Creating an SObject Collection variable
  • Allowing users to pause Flows
  • Designing the Flow: In this topic, we will cover:
    • Displaying the logged-in user ID
    • Real estate commission calculator
    • Displaying feedback forms based on conditions
    • Displaying related records based on search...
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