Salesforce Management System is an information system used in CRM to automate 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 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 how to use Flow 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 Lightning Experience.
By the end of the book, you will get a clear understanding of how to use Flows and Process Builder in your organization to optimize code usage. This book will also help you in preparing for yourSalesforce certified platform app builder examination.
Over the past few months, I have spent a LOT of time updating the book. I made hundreds, if not thousands, of changes throughout the book – from big to small. For example, many of you provided me with hundreds of comments and suggestions; and, in this book, I have tried my very best, to incorporate almost all of them. Furthermore, I have added two new chapters – “Building efficient and performance optimized Processes” and, “Enabling Flows to work with Lightning Experience” to explain new concepts. I also did a major revamp to almost all of the chapters. I am especially excited about the app that I have discussed at the end of the book to show how easily someone can create an application (punch in/out) using Flow (plus a bit of Apex code).
Here’s a taste of what you’ll uncover:
Develop an application using point and click with the help of Flow.
Get a grip on various ways to launch a Flow.
Capture data from an external user without using the Visualforce page.
Save user input into the database, and learn how to query and manipulate the data.
Discover various ways to debug and deploy Flow and Process Builder.
Understand the concepts of Subflow and Login Flow.
Learn how to use cross-object fields in a
Bypass a process for a set of users.
Handle complex business processes using Process builder and keep them clean.
Creating reusable processes using invocable process.
Learn how to invoke Flow through the inline Visualforce page.
Understand how to use Flow to save the data from a Visualforce page.
Use existing, or new Flows, to work with Salesforce Lightning Experience.
At the end, you will create a complete end-to-end application using LEX, Flow, and bit of Apex.
And yes, so much more.
I would like to take this opportunity to thank Chris Edwards and Jeff May for their effort and expertise that you have contributed to reviewing, without which it would have been impossible to maintain the high standards of the book.
Chris Edwards is a Salesforce MVP, 12x Salesforce certified, London Admin UG organizer, blogger at salesforceweek.ly.
Jeff May is an independent consultant and Salesforce MVP specializing in small business deployments and adoption of Salesforce.com and related business processes.