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Learning Salesforce Visual Workflow and Process Builder
Learning Salesforce Visual Workflow and Process Builder

Learning Salesforce Visual Workflow and Process Builder: Flows and automation for enhanced business productivity , Second Edition

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Learning Salesforce Visual Workflow and Process Builder

Creating Flow through Point and Click

In the previous chapter, we gave you an overview of Visual Workflow. We discussed the benefits of using Visual Workflow and the system requirements for it. You learned various ways to invoke the Flow. In this chapter, you will see how easily you can create user interaction screens without Visualforce and complex process automation without Apex. This chapter mainly focuses on the design of Visual Workflow using various components. The following topics will be covered in this chapter:

  • Creating the building blocks of the Flow:
    • Creating a variable
    • Creating a Collection variable
    • Creating an SObject variable
    • Creating an SObject Collection variable
  • Allowing users to pause Flows
  • Designing the Flow: In this topic, we will cover:
    • Displaying the logged-in user ID
    • Real estate commission calculator
    • Displaying feedback forms based on conditions
    • Displaying related records based on search...

Creating the building blocks of Flow

In Chapter 1, Getting Started with Visual Workflow, we discussed the building blocks of Flow; for example, Flow elements, Flow resources, and Flow connectors. Before going ahead, you will first learn to create variables in Flow, and then we will discuss the other building blocks in upcoming chapters. The few building blocks we are going to discuss here are as follows:

  • Creating a variable
  • Creating a collection variable
  • Creating an SObject Variable
  • Creating an SObject Collection Variable

Creating a variable

A variable is used to store a value. You can use the variable throughout your Flow; for example, while creating a record, performing an update, or with delete operations.

Here is business scenario: Robby Williams is working...

Allowing users to pause Flows

You can allow your users to pause a Flow interview that they can’t finish at that time by customizing your organization’s process automation settings. A Flow interview is nothing but a running instance of a Flow. For example, a customer support agent can pause a Flow interview when they don't have the complete information for their customer. Perform the following steps to enable pause Flow options in your Salesforce organization:

  1. Navigate to Setup | Build | Create | Workflow & Approvals | Process Automation Settings.
  2. Select Let Users Pause Flows.
  3. Once you are done, click on the Save button.

If you pause a Flow interview, the data that was entered by you into the screen gets saved with the interview. So, when you resume later, you can use the data you entered, as long as the values are valid. Users can access paused interviews from the following locations:

...

Designing the Flow

Now, we will discuss how to use these building blocks to design the Flow using a few recipes. It is recommended that 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 Developer account to practice the examples covered in this book.

Hands on 1 - displaying a logged-in user ID

Let's start with an example: Sara Bareilles is working as a system administrator in Universal Containers. She wants to develop a Flow to display logged-in user IDs on a Screen element. To develop the Flow, follow these instructions:

  1. Navigate to Setup | Build | Create | Workflow & Approvals | Flows.
  2. Click on the New Flow button; it will open the Flow canvas...

A few points to remember

The following are some noteworthy points about Flow design:

  • As far as possible, use fewer elements in your Flow, so it will take less execution time.
  • The limit on the number of executed elements at runtime is 2,000.
  • One organization can have a maximum of 500 active Flows and processes.
  • One organization can have a maximum of 1,000 Flows and processes.
  • The date must be in MM/DD/YYYY format, and the date and time must be in MM/DD/YYYY HH:SS format.
  • The Flow will return null at runtime if you leave any field or resource value blank.
  • For a text value, if you want it to be treated as an empty string instead of null, then set it to {!$GlobalConstant.EmptyString}.
  • At runtime, the date/time values reflect the time zone settings in Salesforce. For the running users and in the Flow designer, the date/time values reflect the time zone set on your computer.
  • UTF-8 encoding for text in user input fields...

Exercises

Starting from this chapter, at the end of each chapter, you will find a set of exercises for practice:

  1. Create a Flow that allows users to enter two numbers, and on the next screen display its summation and multiplication.
  2. Create a Flow that allows users to enter three texts (such as the first name, middle name, and last name), and on the next screen display their combination in one field.
  3. Display the organization ID, name, division, city, street, FAX, and phone number that is defined under Setup | Administer | Company Profile | Company Information on the screen.
  4. Create a Flow that allows users to enter their name, and on the next screen display a thanks message with the name (with the name in green and the thanks message in red).
  5. Create a Flow and add a Screen element to it. On the screen, add one textbox that allows users to enter an e-mail address, and add a validation rule so that the user can only...

Summary

In this chapter, we went through various concepts related to designing the screen, starting from the different types of variables in a Flow, and the naming conventions for them. We covered how you can use formulas, the Validation rule, the Decision element, and Choice in a Flow. We also went through how to add fields into a Flow and connect two screens using connectors. Then, we moved forward and discussed how you can add dynamic record choices and picklist choices to your Flow. Finally, we discussed the key points related to screen design. In the next chapter, we will discuss concepts related to manipulating records in Salesforce using a Flow.

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Key benefits

  • Develop an application using Point and Click with the help of Flow
  • Get to grips with various ways to launch a Flow
  • Capture data from an external user without using the Visualforce page
  • Save user input into the database, and learn how to query and manipulate the data
  • Discover various ways to debug and deploy Flow and Process Builder
  • Understand the concepts of Subflow and Login Flow
  • Handle complex business processes using Process builder and keep them clean
  • Use existing or new Flows to work with Salesforce Lightning Experience.

Description

Salesforce Management System is an information system used in CRM to automate the business processes like sales and marketing. To implement this, Force.com developed a powerful tool called Visual Workflow to automate business processes by creating applications also called Flows. Learning Salesforce Visual Workflow, Second Edition is a practical guide on Flows that will enable you to develop custom applications in Salesforce with minimized code usage. The book starts with an introduction to Visual Workflows that teaches all the building blocks of creating Flows and use it efficiently. You will learn how to easily automate business processes and tackle complex business scenarios using Flows. The book explains the working of the Process Builder so you can create reusable processes. The book also covers how you can integrate existing or newly created Flows with the Salesforce Lightening Experience. By the end of the book, you will get a clear understanding on how to use Flows and Process Builder in your organization to optimize code usage.

Who is this book for?

This book is intended for those who want to use Flows to automate their business requirements by clicking, not coding. No previous experience in computer coding or programming is required.

What you will learn

  • Develop an application using point and click with the help of Flow
  • Get to grips with various ways to launch a Flow Capture data from an external user without using the Visualforce page
  • Save user input into the database, and learn how to query and manipulate the data
  • Discover various ways to debug and deploy Flow and Process Builder
  • Understand the concepts of Subflow and Login Flow
  • Handle complex business processes using Process builder and keep them clean
  • Use existing or new Flows to work with Salesforce Lightning Experience.
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Publication date, Length, Edition, Language, ISBN-13
Publication date : May 18, 2017
Length: 448 pages
Edition : 2nd
Language : English
ISBN-13 : 9781787284999

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Product Details

Publication date : May 18, 2017
Length: 448 pages
Edition : 2nd
Language : English
ISBN-13 : 9781787284999

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Table of Contents

8 Chapters
Getting Started with Visual Workflow Chevron down icon Chevron up icon
Creating Flow through Point and Click Chevron down icon Chevron up icon
Manipulating Records in Visual Workflow Chevron down icon Chevron up icon
Debugging and New Ways to Call a Flow Chevron down icon Chevron up icon
Developing Applications with Process Builder Chevron down icon Chevron up icon
Building Efficient and Performance Optimized Processes Chevron down icon Chevron up icon
Building Applications without Code Chevron down icon Chevron up icon
Enabling Flows to Work with Lightning Experience Chevron down icon Chevron up icon

Customer reviews

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Full star icon Full star icon Full star icon Full star icon Full star icon 5
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1 star 0%
Paula Crawford Feb 02, 2018
Full star icon Full star icon Full star icon Full star icon Full star icon 5
This book gives the reader an excellent understanding of visual workflow and process builder and how the two work together. The writing is clear and easy to understand and I especially like the fact that all of the concepts are explained step by step, without leaving anything out. There are lots of screenshots that make understanding much easier and there are tips to watch out for. The sections are structured well - it covers visual workflow first and then process builder and follows with combinations of both.The breadth and depth of information is a testament to the author's enthusiasm and dedication to these topics and it shows throughout the book and on his website.Given that there are so few books on these topics, I consider this as an essential companion for Salesforce admins and an excellent one at that!
Amazon Verified review Amazon
Sissy with Two Pups Jun 03, 2019
Full star icon Full star icon Full star icon Full star icon Full star icon 5
I bought this a while back and it was really useful in helping me understand flows and process builders better. I completed alot of the sample exercises while helped me pass one of my certifications. All admins should have this on their shelves.
Amazon Verified review Amazon
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