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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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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

Hands on 7 – creating schedule jobs using a Flow


Scheduled jobs are automated portions of work that can be performed at either a particular time or on a recurring schedule. For example, a business wants to run a daily job at night to send out an e-mail to Opportunity owners within one week of the Opportunity close date. You can also solve a few of them using Flow and Process Builder.

A business scenario: Sara Bareilles is working as a system administrator in Universal Container. She has received a requirement to create a schedule job that will run every night at 11:00 P.M. to add all new users created on that day to the Chatter group Sales Executive. Currently, the administrator has to manually add new users to the Chatter group Sales Executive. Universal Container grants Salesforce access to their users using Salesforce license only.

We will use Flow and Process Builder to solve it. Following is the approach that we are going to follow to solve the preceding business requirement:

  1. Create a...

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