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Learning Salesforce Visual Workflow and Process Builder

You're reading from   Learning Salesforce Visual Workflow and Process Builder Flows and automation for enhanced business productivity

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Product type Paperback
Published in May 2017
Publisher
ISBN-13 9781787284999
Length 448 pages
Edition 2nd Edition
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Author (1):
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Rakesh Gupta Rakesh Gupta
Author Profile Icon Rakesh Gupta
Rakesh Gupta
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Toc

Table of Contents (9) Chapters Close

Preface 1. Getting Started with Visual Workflow FREE CHAPTER 2. Creating Flow through Point and Click 3. Manipulating Records in Visual Workflow 4. Debugging and New Ways to Call a Flow 5. Developing Applications with Process Builder 6. Building Efficient and Performance Optimized Processes 7. Building Applications without Code 8. Enabling Flows to Work with Lightning Experience

Automating your business process

There are multiple scenarios that a business wants to automate. For example:

  • Allow external users to fill the survey form, and after submitting, capture the data into Salesforce.
  • To improve the collaboration, an organization wants to send a Chatter group link in the e-mail, and as soon as the users click on it, they are automatically added to the Chatter group.
  • Whenever the Opportunity contact role is updated as a primary, update the Opportunity lead source, which is the same as the contact lead source.

We are going to discuss how we can use Flow elements with Fast elements (Fast Create, Fast Update, Fast Delete, and Fast Lookup) and the Loop element to implement the preceding business scenarios.

Hands on 1 - copying the record followers

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