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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

Hands on 7 - scheduling multiple groups of actions

With multiple schedules, you can easily optimize sales or support processes, automate follow-up on outstanding cases and reminder notifications for a task, and incorporate all your business requirements within a single process. For example, when case origin is Phone and priority is high, then you can execute multiple groups of scheduled actions, such as the following:

  • Sending a reminder e-mail after 1 day to the case owner if a case is not closed
  • Sending a reminder e-mail to the case owner and account owner after 2 days if a case is still open
  • Sending a satisfaction survey e-mail to case contacts 2 days after the case closure

Let's look at a business scenario. Alice Atwood is working as a system administrator at Universal Containers. She has received a requirement to send out e-mail reminders to the task assignee 1 day and 2 days before the task's due...

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