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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

The benefits of Visual Workflow

There are certain benefits of using Visual Workflow. They are as follows:

  • It allows you to create an automated business process using clicks not code.
  • Visual Workflow does not require coding, and even if you do not know Apex code, you can still develop business processes.
  • Using screens, fields, and choices, you can implement complex business processes to make sure that your users are entering data in the right format.
  • Through Visual Workflow, you can manipulate data for certain objects that are not available for the Workflow rule or Process Builder. For example, when a "contact role" is created or updated as primary for an opportunity, then create a new task.
  • It allows you to auto submit records for approval.
  • It allows you to apply assignment rules on leads or cases that are created by API calls.
  • You can post messages on Chatter. For example, if the Opportunity status is changed to Closed-Won, post a message on the Chatter group.
  • It allows you to embed the Flow into the Visualforce page, and you can expose it for unauthenticated access using the Force.com site.
  • Once you embed your Flow into the Visualforce page, it allows you to use HTML, CSS, JavaScript, and other Visualforce components.
  • It can be easily maintained by non-developers.
  • Since it is not code, you don't need to write test classes.
  • You can make changes directly to your production organization, just like other configuration changes.
  • Every time unhandled processes fail or an error occurs in the Flow, the author will get an e-mail from Salesforce with the error details.
  • Using the debug log, you can debug your Flow. Visual Workflow also has a built-in debugging tool. To open the debug window, press Ctrl + Shift + M (on PC) or command + shift + M (on Mac).
  • It allows you to invoke the Apex class that implements the Process.Plugin interface.
You have been reading a chapter from
Learning Salesforce Visual Workflow and Process Builder - Second Edition
Published in: May 2017
Publisher:
ISBN-13: 9781787284999
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