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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

Exercises

  1. Create an application that auto-adds new users to the Universal Container Employee public group.
First, create a public group called Universal Container Employee.
  1. Create a Login Flow that will display the number of Opportunities successfully closed in the last 60 days by logged-in users and their subtotal (amount).
  2. Create a scheduled job that will send an e-mail to all the users who don't have a profile picture on Chatter as well as a blank About Me section.
  1. Create a scheduled job that will run at 11:30 P.M. every night to perform the following tasks:
    1. Send out an e-mail to all users who haven't logged in to Salesforce in the last 15 days.
    2. After three reminder e-mails, freeze their user account, which means that if there is no login performed in the last 45 days, then freeze those users' accounts.
  2. Once an Opportunity is successfully closed, auto-create an order and copy Opportunity...
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