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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

An overview of Process Builder

Lightning Process Builder and Process Builder are the same tool. Process Builder is a way of automating business processes. In other words, it is the upgraded version of the Workflow Rule. Whenever you create a process, the system automatically creates a Flow and a Flow Trigger to call this Flow. This happens behind the scenes, and the user doesn't need to interact with these shadow Flows. The Workflow Rule has several limitations. It doesn't allow you to update child records. Also, it doesn't allow you to Post to Chatter, create a child record on a specific action, or automatically submit a record for approval. To overcome these limitations, Salesforce introduced Process Builder in the Spring '15 release. There are a few advantages of Process Builder, which are as follows:

  • It allows you to create a complete process in a single screen, unlike Workflow Rules, where...
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