Search icon CANCEL
Arrow left icon
Explore Products
Best Sellers
New Releases
Books
Videos
Audiobooks
Learning Hub
Conferences
Free Learning
Arrow right icon
Arrow up icon
GO TO TOP
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

Arrow left icon
Product type Paperback
Published in May 2017
Publisher
ISBN-13 9781787284999
Length 448 pages
Edition 2nd Edition
Arrow right icon
Author (1):
Arrow left icon
Rakesh Gupta Rakesh Gupta
Author Profile Icon Rakesh Gupta
Rakesh Gupta
Arrow right icon
View More author details
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...

lock icon The rest of the chapter is locked
Register for a free Packt account to unlock a world of extra content!
A free Packt account unlocks extra newsletters, articles, discounted offers, and much more. Start advancing your knowledge today.
Unlock this book and the full library FREE for 7 days
Get unlimited access to 7000+ expert-authored eBooks and videos courses covering every tech area you can think of
Renews at €18.99/month. Cancel anytime