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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

Exercises

  1. Create a process that auto-adds new users to the Sales Best Practices Chatter group.
First, create a Chatter group called Sales Best Practices. Use Quick Actions to complete it.
  1. Create a process that will automatically delete open opportunities when an account is out of business.
Use the Apex class and invoke it from the process.
  1. Modify the previous process in such a way that it will not work for the System Administrator and Supply Chain User profiles.
  2. Create a process that will automatically count related contacts in the account and update the value in a Number of contacts field. This process will fire whenever the account is updated by all users except the System Administrator profile.
You may need to use Flow to get the counts of contacts in an account.
  1. Create a process that will auto-remove all followers from a case when it is successfully closed.
  2. Create a process that will do the following...
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