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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

Hands on 8 - executing multiple criteria of a process

After the Summer’16 release, it has become possible to choose what happens after your process executes a specific action group. Should the process stop, or should it continue to evaluate the next criteria in the process? Use this option to better manage your multiple business requirements in one process.

It easy to manage all of your processes for a given object, like a Lead, in one place.

Let's look at a business scenario. Alice Atwood is working as a system administrator at Universal Containers. She has received a requirement from the management; once a task is successfully closed 5 days before its due date, then auto-update the Eligible for bonus checkbox to true.

There are two possible solutions for the preceding business requirement:

    • Create a new process to solve the business requierment
    • Use an existing process and add one more criteria...
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