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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

An overview of process management

Now that you have an understanding of Process Builder, you know that it is a tool that allows you to streamline business processes without writing code. You can also view your process visually. The process management page allows you to see all the processes created in the current Salesforce organization. The process management page has the following features:

  • Creating a new process
  • Editing a process
  • Deleting an inactive process or its version
  • Checking the status of processes created in the current organization
  • Sorting your process by name, description, object, last modified date, or status

Your process management page should look like what is shown in the following screenshot:

The process management page displays fields such as PROCESS, DESCRIPTION, OBJECT, PROCESS TYPE, LAST MODIFIED, STATUS, and ACTIONS. As of the Spring'17 release, Process Builder does not display Created...

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