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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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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

Hands on 7 - creating scheduled jobs using a Flow

Scheduled jobs are automated portions of work that can be performed either at a particular time or on a recurring schedule. For example, a business wants to run a daily job at night to send out an e-mail to Opportunity owners 1 week before the Opportunity close date. You can also solve a few of them using Flow and Process Builder.

Let's look at a business scenario. Sara Bareilles is working as a system administrator at Universal Containers. She has received a requirement to create a scheduled job that will run every night at 11:00 P.M. to add all new users created on that day to the Sales Executive Chatter group. Currently, the administrator has to add new users to the Sales Executive Chatter group manually. Universal Containers grants Salesforce access to their users using the Salesforce license only.

We will use Flow and Process Builder to solve this. The...

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