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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

Exercises

  1. Develop a Flow that allows a Sales rep to enter details of a survey about an Opportunity once it is Closed Lost. The fields of the survey are as follows:

    • Customer name (autopopulated from the Account name)
    • Business Lost Reason
    • Please provide more details
    • Name of the competitor who won the opportunity

Embed this Flow in the Opportunity record page, and a Sales rep can access it only when an opportunity is Closed Lost; else, this message should be displayed: Survey is not available for Open or Closed Won opportunities.

  1. Create a Flow that allows the Sales reps to raise a case (Type = Admin Bug, add this value to the type drop-down) with the system administrator so that they can register a Salesforce related bug for further investigation. Use Lightning App Pages to access the Flow in the Salesforce1 mobile app.

  2. Create an application that allows your users to record the Punch In and Punch Out time...

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