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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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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

Designing the Flow

Now, we will discuss how to use these building blocks to design the Flow using a few recipes. It is recommended that you have access to a Salesforce Developer account. Using the Salesforce production instance is not essential for practicing. You can use the Salesforce Sandbox or Developer account to practice the examples covered in this book.

Hands on 1 - displaying a logged-in user ID

Let's start with an example: Sara Bareilles is working as a system administrator in Universal Containers. She wants to develop a Flow to display logged-in user IDs on a Screen element. To develop the Flow, follow these instructions:

  1. Navigate to Setup | Build | Create | Workflow & Approvals | Flows.
  2. Click on the New Flow button; it will open the Flow canvas...
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