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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 an Admin playground account

To get started with the topics in this book and practice them on your own, it is recommended you have access to a Salesforce Developer account. Using the Salesforce production instance is not essential for practicing. You can use the Salesforce Sandbox or Admin playground to practice the examples covered in this book.

If you currently do not have your own Admin playground, you can create a new Salesforce Admin playground. The Salesforce Admin playground is completely free and can be used to practice newly learned concepts, but you cannot use this for commercial purposes.

To create a Salesforce Admin playground, perform the following steps:

  1. Visit https://developer.salesforce.com/promotions/orgs/admin-playground.
  2. This will open a sign-up page for your free Admin playground account; it will display the following screen:
  1. Fill in the form and accept the master subscription agreement.
  2. Click on the Sign me up > button.
The Salesforce login ID (username) must be unique and in the form of an e-mail ID.

Once you register for the admin playground, Salesforce.com will send you the login details on the e-mail ID you provided during registration. By following the instructions in the e-mail, you will be ready to get started with Salesforce.

Logging in to Salesforce.com

Here, we will continue by logging in to Salesforce.com:

  • If you are logging into the Salesforce production or admin playground, go to http://login.salesforce.com
  • If you are logging into a Salesforce Sandbox instance, then go to http://test.salesforce.com
  • Once the login screen loads, provide your username and password
  • Salesforce may ask you to enter a verification code depending upon the organization's security and settings
  • After verification, you will be allowed to access Salesforce; and the next time you log in, Salesforce will not ask for the verification code

A new admin playground will be launched in Lightning Experience; ensure that you switch back to Salesforce Classic using the switcher, as shown in the following screenshot:

In Salesforce Classic, navigate to the Flow canvas by navigating to Setup | Build | Create | Workflow & Approvals | Flows and clicking on the New Flow button.

You have been reading a chapter from
Learning Salesforce Visual Workflow and Process Builder - Second Edition
Published in: May 2017
Publisher:
ISBN-13: 9781787284999
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