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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

Automating your business process


There are multiple scenarios that a business wants to automate. For example:

  • Allow external users to fill the survey form, and after submitting capture the data into Salesforce.

  • To improve the collaboration, an organization wants to send a Chatter group link into the e-mail, and as soon as users click on it, they are automatically added to the Chatter group.

  • Whenever the Opportunity contact role is updated as primary, update the Opportunity lead source, the same as contact lead source.

We are going to discuss how we can use Flow elements with Fast elements (Fast Create, Fast Update, Fast Delete, and Fast Lookup) and the Loop element to implement preceding business scenarios.

Hands on 1 – copying the record followers

A user can follow records and users in Salesforce. As an owner or manager of Chatter group, or as a system administrator, you can add or remove members from the Chatter groups. But you can't add or remove followers from the records.

A business scenario...

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