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Learning Salesforce Visual Workflow

You're reading from   Learning Salesforce Visual Workflow Click your way to automating your various business processes using Salesforce Visual Workflow

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Product type Paperback
Published in Apr 2015
Publisher
ISBN-13 9781785289835
Length 264 pages
Edition 1st Edition
Concepts
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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 (8) 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 Applications without Code Index

A few points to remember


The following are some noteworthy points regarding Process Builder:

  1. A Process's API name must be less than, or equal to, 79 characters, and it's always associated with a single object.

  2. Process Builder is available only for Enterprise, Performance, Unlimited and Developer editions.

  3. Using Process Builder, you can't delete the records. If you want to do so, you have to use Flow with Process Builder.

  4. Process Builder doesn't allow the use of dynamic dates, unlike Workflow Rule. If you want to pass a dynamic date to a field in Process, then you need to create a Formula field and use it in Process Builder. For example, set a new Opportunity close date to 90 days from today. For this, create a Formula field in the Opportunity object as Today () + 90. In Process Builder, map the Opportunity close date with the Formula field.

  5. To set Text data field to blank, you can use {!$GlobalConstant.EmptyString}.

  6. The Process owner will receive an e-mail from Salesforce. If Process failed on...

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