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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

Exercises


  1. Create an application that auto-add new users to the public group Universal Container Employee.

    Hint: First create a public group called Universal Container Employee.

  2. Create a Login Flow that will display the number of Opportunities successfully closed in the last 60 days by logged-in users and their subtotal (amount).

  3. Create a schedule job that will send an e-mail to all the users who don't have a profile picture on Chatter, as well as a blank About Me section.

  4. Create a schedule job that will run every night at 11:30 P.M. to the following tasks:

    1. Send out an e-mail to all users who haven't logged in into Salesforce in the last 15 days.

    2. After three reminder e-mails, freeze their user account, which means that if there is no log in performed in the last 45 days, then freeze those users' accounts.

  5. Once an Opportunity is successfully closed, auto-create an order and copy Opportunity products to order products.

  6. Create an application that will auto-create a contract after three days of account...

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