Visual Workflow Book - Second Edition

Learning Salesforce Visual Workflow - Second Edition

Click your way to automating various business processes using Salesforce Visual Workflow.

What can you learn from reading this book?

I wrote this book for Salesforce developers, administrators, customers, and partners to get started with Salesforce Flow and Process Builder. This book will act as both a reference for the administrator and a configuration guide for the newbie customer who want to develop an application in Salesforce without code, using Process Builder and Flow.

I have taken the hands-on approach with real-time scenarios so that you can get a complete overview of these topics. At the end of every chapter, you will find key points and exercises for practice.

Once you become the master, it is very easy for you to automate your customer’s business processes and earn money that too without writing the code.

How to build a Flow is not rocket science

This book is intended for those who want to use Flow to automate their business requirements by click, not code. Whether you are new to Salesforce or you are a seasoned expert, you will be able to master both Flow and Process Builder. No previous experience in computer coding or programming is required. The things that you do require are your brain, your computer with a modern web browser, a free Salesforce developer org, and just basic knowledge of Salesforce.

Learn how to create a Flow from the Scratch

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.

This book also covers all aspects of Lightning Process Builder from Scratch to advanced level. The book also covers how you can integrate existing or newly created Flows with the Salesforce Lightening Experience.

Learn. Practice. Succeed.

This Book will teach you how to successfully implement various business processes using Salesforce Visual Workflow and Lightning Process Builder.

Chapter 3: Manipulating Records in Visual Workflow

Talks about constant and Text template in Flow and then takes you toward the manipulation of data using Record elements. We will see how to send an e-mail from Flow. We will also cover various ways to access the Flow.

Chapter 4: Debugging and New Ways to Call a Flow

Serves as the climax of the book, where you will learn how to debug and launch a Flow. We will cover various ways to set the Flow variable using the Visualforce Pages and apex.

Chapter 8: Enabling Flows to Work with Lightning Experience

Explains how you can use new or existing Flows to work with Salesforce Lightning Experience.

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