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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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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 9 - creating reusable processes using invocable process

Invocable processes are a way to call one process from another process. Using invocable processes, you can reuse sections of your processes. Create an invocable process, and call it from multiple processes or from multiple action groups in the same process. You can invoke processes with objects that share at least one unique ID.

For example, in the Opportunity and Quote objects, the OpportunityID field is unique to Opportunity and is also used by Quote. You can create an invocable process that updates an Opportunity record. Then, you can invoke it from the following:

  • A process that updates an Opportunity record
  • A process that updates a Quote record

When you create a process, make sure that you start it when another process invokes it by selecting It’s invoked by another process.

Let's look at a business scenario. Alice Atwood is working...

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