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Learning Salesforce Visual Workflow and Process Builder - Second Edition.
Click your way to automating various business processes using Salesforce Visual WorkflowAbout This Book* Develop an application using Point and Click with the help of Flow* Get to grips with various ways to launch a Flow* Capture data from an external user without using the Visualforce page* Save us...
| Clasificación: | Libro Electrónico |
|---|---|
| Autor principal: | |
| Formato: | Electrónico eBook |
| Idioma: | Inglés |
| Publicado: |
Birmingham :
Packt Publishing,
2017.
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| Edición: | 2nd ed. |
| Temas: | |
| Acceso en línea: | Texto completo |
Tabla de Contenidos:
- Cover; Copyright; Credits; Foreword; About the Author; About the Reviewer; www.PacktPub.com; Customer Feedback; Table of Contents; Preface; Chapter 1: Getting Started with Visual Workflow; Business problems; Business use case 1; Solution 1
- using an Apex trigger; Solution 2
- a combination of Visual Workflow and Process Builder; Solution 3- using Process Builder; Business use case 2; Solution 1
- using Apex; Solution 2
- a combination of Visual Workflow and Process Builder; The benefits of Visual Workflow; System requirements for using Visual Workflow.
- An overview of the Visual Workflow lifecycleAn overview of the Cloud Flow Designer; An overview of the building blocks of Visual Workflow; Flow elements; Flow resources; Flow connectors; The various ways to invoke a Flow; Visual Workflow outcome behavior ; Creating an Admin playground account; Logging in to Salesforce.com; Summary; Chapter 2: Creating Flow through Point and Click; Creating the building blocks of Flow; Creating a variable; Creating a collection variable; Adding values to a collection variable; Creating an SObject Variable; Creating an SObject Collection Variable.
- Allowing users to pause FlowsDesigning the Flow; Hands on 1
- displaying a logged-in user ID; Creating a Screen element; Adding fields to the Screen element; Removing fields from the Screen element; Setting the Start element in a Flow; Saving a Flow; Running a Flow; Hands on 2
- real estate commission calculator; Connecting the Flow elements; Hands on 3
- displaying a feedback form based on conditions; Adding a Decision element; Adding a choice to a Flow; Hands on 4
- displaying related records based on search functionality; Adding a Dynamic Record choice to a Flow.
- Hands on 5
- creating an opportunity form Adding a Picklist choice to a Flow; A few points to remember; Exercises; Summary; Chapter 3: Manipulating Records in Visual Workflow; Creating the building blocks of a Flow; Creating a constant; Creating a Text Template; Manipulating the data; Hands on 1
- creating leads; Adding the Record Create element to a Flow; Hands on 2
- adding leads to a campaign; Adding a record to a parent; Activating a version of a Flow; Passing values to Flow variables through a URL; Setting the finish location or redirecting the URL for a Flow.
- Hands on 3
- quickly update an account recordAdding Record Update elements to a Flow; Hands on 4
- cleaning Chatter group feed; Adding the Record Delete element to a Flow; Hands on 5
- adding Flow to the home page layout; Saving a Flow as a different version; Adding the Record Lookup element to a Flow; Hands on 6
- adding an image to Display Text; Hands on 7
- saving data from a feedback form; Hands on 8
- sending an e-mail; Hands on 9
- creating a custom error message; Hands on 10
- conditional execution of a Flow with JavaScript; A few points to remember; Exercises; Summary.