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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 an SObject Variable

A 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 the Account record field's values.

An SObject Variable is used to hold field values for a record of a particular object. You can use an SObject Variable as a container in the Flow to store, update, and reference field values for a record. To create an SObject 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.
  3. Then navigate to the Resources tab, and double-click on SObject Variable available under the CREATE NEW section.
  4. This will open a window where you have to enter Unique Name, Description, Input/Output Type, and Object Type. In this scenario, select the Account object from the drop-down list, as shown in the following screenshot:
    Creating an SObject Variable
  5. Click on the...
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