Now we will discuss how you can use Flow elements, such as Record Create, Record Update, Record Lookup, Record Delete, and Decision, to modify the existing data or to create new data. We will pick up a few business scenarios and try to learn these concepts.
Learning Salesforce Visual Workflow and Process Builder
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Learning Salesforce Visual Workflow and Process Builder
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Overview of this book
Salesforce Management System is an information system used in CRM to automate the business processes like sales and marketing. To implement this, Force.com developed a powerful tool called Visual Workflow to automate business processes by creating applications also called Flows.
Learning Salesforce Visual Workflow, Second Edition is a practical guide on Flows that will enable you to develop custom applications in Salesforce with minimized code usage.
The book starts with an introduction to Visual Workflows that teaches all the building blocks of creating Flows and use it efficiently. You will learn how to easily automate business processes and tackle complex business scenarios using Flows. The book explains the working of the Process Builder so you can create reusable processes. The book also covers how you can integrate existing or newly created Flows with the Salesforce Lightening Experience.
By the end of the book, you will get a clear understanding on how to use Flows and Process Builder in your organization to optimize code usage.
Table of Contents (9 chapters)
Preface
Free Chapter
Getting Started with Visual Workflow
Creating Flow through Point and Click
Manipulating Records in Visual Workflow
Debugging and New Ways to Call a Flow
Developing Applications with Process Builder
Building Efficient and Performance Optimized Processes
Building Applications without Code
Enabling Flows to Work with Lightning Experience
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