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Learning Salesforce Visual Workflow

You're reading from   Learning Salesforce Visual Workflow Click your way to automating your various business processes using Salesforce Visual Workflow

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Product type Paperback
Published in Apr 2015
Publisher
ISBN-13 9781785289835
Length 264 pages
Edition 1st Edition
Concepts
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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 (8) 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 Applications without Code Index

Creating a variable


A variable is used to store the value. You can use the variable throughout your Flow, for example, while creating the record, performing an update, or with delete operations.

An example business scenario: Robby Williams is working as a system administrator in Universal Container. Currently, he is developing a Visual Workflow and wants to create a variable to store customer names.

To create a variable in your Flow, follow these instructions:

  1. Navigate to Setup | Build | Create | Workflow & Approvals | Flows.

  2. Click on the New Flow button; it will open the Flow canvas for you.

    Note

    If you are using Flow for the first time, then it will pop up a welcome page. On the bottom of the page, you can see the Don't Show Again checkbox. If you want the Flow page to load faster, then select this checkbox.

  3. Navigate to the Resources tab, and double-click on the Variable option available under the CREATE NEW section, as shown in the following screenshot:

    This will open a window for you, where...

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