Automation Champion

Automating Salesforce One Click at a Time
Automation Champion
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  • Tag: Platform Dev II exam

    • [Introducing My New Book] Learning Salesforce Visual Workflow – Second Edition

      Posted at 8:00 AM by Rakesh Gupta, on May 19, 2017

      I am pleased to announce the release of Learning Salesforce Visual Workflow and Process Builder – Second Edition. This is a second book I have published this year. I am grateful to all my supporters and critics for their constructive feedback. Thank you so very much!

      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 your Salesforce certified platform app builder examination. 

      What’s New

      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. Read the rest of this entry!
      Posted in Book Reviews | 4 Comments | Tagged Activate a process salesforce, Admin 201 exam salesforce, Admin exam dumps salesforce, Admin exam salesforce, Admin practice exam salesforce, Advanced Admin 301 exam salesforce, Advanced Admin exam dumps salesforce, Advanced Admin exam salesforce, Advanced Admin practice exam salesforce, Apex best practices salesforce, App builder exam dumps, App builder exam salesforce, App builder practice exam, Automation Champion, Automation champion Rakesh Gupta, Avoid hard coding id process builder, bihar, Collection variable, Date Variable in Flow, Dreamforce’17, Email alert from Flow, Evaluation Criteria salesforce process builder, Fast Create in Flow, Fast Delete in Flow, Fast Lookup in Flow, Fast Update in Flow, Flow common error, Flow error, Flow Example, Formula in flow, invocable processes salesforce, Katihar, Katihar engineers, Learn basic flows, Learn flow from basic, Learn process builder salesforce, Learning process Builder, Learning Visual workflow, Lightning experience in flow, Platform Dev I exam, Platform Dev I exam dumps, Platform Dev II exam, Platform Dev II exam dumps, Process Builder, Process builder actions, Process builder best practices, Process builder best practices tips, Process builder book, Process builder common error, Process builder error, Process Builder rakesh, Process builder real use case, Process Builder Salesforce, Process builder use case Salesforce, Process Criteria salesforce process builder, Record Create in flow, Record Delete in Flow, Record lookup in flow, Record Update in Flow, salesforce, salesforce admins, Salesforce developers, Sobject collection variable, Sobject variable, Solve flow error, Solve process builder error, Text Template in Flow, Text Variable in Flow, Things to avoid in process builder, TrailheaDX, Visual workflow book, Visual workflow common error, Visual Workflow error, Workflows & Approvals
    • Getting Started with Process Builder – Part 68 (Deploy Flow(s) or Process(es) Using MavensMate)

      Posted at 1:00 PM by Rakesh Gupta, on May 17, 2017

      Big Idea or Enduring Question:

      How do you deploy Flows or Processes using MavensMate?  

      Objectives:

      After reading this blog post, the reader will be able to:

      • Understand how to use MavensMate to deploy flows
      • Understand how to use MavensMate to deploy processes
      • Deploy components to any org using MavensMate

      Business Use Case

      Pamela Kline is working as a System administrator at Universal Containers. She has developed a Process (Getting Started with Process Builder – Part 67 (How to fix MALFORMED_ID error) in UAT Sandbox and is done with testing. Now, she wants to deploy the process to her production org. 

      Automation Champion Approach (I-do):

      Once you are done, with Flow or Process development, the next step is to deploy it. There are many ways, through which, you can deploy or distribute, Flow(s) or Process(s), from one org to another:

      • Change Sets
      • Packages
      • Force.com IDE
      • MavensMate
      • Force.com Migration Tool

      This blog is a sequel to my previous blog – Distribute Process(es) using Force.com IDE. In the previous blog, I discussed how to deploy Flow(s), or Process(es), using the Force.com IDE. 

      Today, I am going to discuss how to deploy a Process(s) or Flow(s) using the MavensMate. MavensMate is a collection of open-source projects. Its aim is to enable developers, who prefer to build applications using their local machine in text editors like Sublime Text, Atom, and Visual Studio Code –, to build Salesforce applications.

      MavensMate also allows developers to deploy the metadata components like  Flows and Processes in different environments – such as, Developer Edition org and Production Org. Let’s start with a business use case.

      Before proceeding, install MavensMate. Let us start with setting up MavensMate and Sublime Text a sophisticated cross-platform text editor to write code.

      For our current business scenario, we do not need to install Sublime Text. But, if you want to develop, or modify Apex code, then, you will need to install and configure, Sublime Text Editor.

      Setup Sublime Text 3 and MavensMate

      1.  The very first step is to download and install Sublime Text 3. It is available for Windows, MacOSX (10.7 or later), and Linux. Sublime Text may be downloaded and evaluated for free; however, a license must be purchased for continued use. There is currently no enforced time limit for the evaluation period. 

      Now navigate to Sublime Text 3 download page and install it on your workstation. 

      2. The next step is to Install Package Control. Package Control is the Sublime Text package manager, and it is one of the simplest methods of package management. Follow the instructions to run package control code on Sublime Text 3. 

      • First of all, open Package Control installation page.
      • Copy the complete Python code for your version of Sublime Text i.e. version 3 for our current scenario.Package Control installation code Read the rest of this entry!
      Posted in Apex, Process Builder | 0 Comments | Tagged Activate a process salesforce, Admin 201 exam salesforce, Admin exam dumps salesforce, Admin exam salesforce, Admin practice exam salesforce, Advanced Admin 301 exam salesforce, Advanced Admin exam dumps salesforce, Advanced Admin exam salesforce, Advanced Admin practice exam salesforce, Apex best practices salesforce, App builder exam dumps, App builder exam salesforce, App builder practice exam, Automation Champion, Automation champion Rakesh Gupta, Avoid hard coding id process builder, bihar, coing in MavensMate, coing in Sublime Text, Deploy Apex, Deploy Apex using MavensMate, Deploy Flow, Deploy Flow using MavensMate, Deploy Flow Using SFDX, Deploy Flow Using VS Code, Deploy Lightning Components, Deploy Lightning Components using MavensMate, Deploy process, Deploy process using MavensMate, Deploy Process(es) Using MavensMate, Deployment Using SFDX, Deployment Using Visual Studio Code, Deployment Using VS Code, Dreamforce’17, Evaluation Criteria salesforce process builder, Flow common error, Flow error, How to use MavensMate, How to use Sublime Text, invocable processes salesforce, Katihar, Katihar engineers, Learn process builder salesforce, MavensMate, MavensMate apex, MavensMate deployment, MavensMate in Salesforce, MavensMate setup, MavensMate setup in in windows, MavensMate setup in Mac, Platform Dev I exam, Platform Dev I exam dumps, Platform Dev II exam, Platform Dev II exam dumps, Process Builder, Process builder best practices, Process builder best practices tips, Process builder common error, Process builder error, Process Builder rakesh, Process builder real use case, Process Builder Salesforce, Process builder use case Salesforce, Process Criteria salesforce process builder, salesforce, salesforce admins, Salesforce developers, SFDX, Solve flow error, Solve process builder error, Sublime Text, Sublime Text deployment, Sublime Text edit apex, Sublime Text in Salesforce, Sublime Text setup, Sublime Text setup in in windows, Sublime Text setup in Mac, Things to avoid in process builder, TrailheaDX, Visual Studio Code, Visual workflow common error, Visual Workflow error, What is MavensMate. MavensMate deployment tool, What is Sublime Text. Sublime Text deployment tool, Workflows & Approvals
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