Learning Salesforce Visual Workflow

Cover
Copyright
Credits
Foreword
About the Author
About the Reviewers
www.PacktPub.com
Table of Contents
Preface
Chapter 1: Getting Started with Visual Workflow
	Business problems
		Business use case 1
			Solution 1 – using an Apex trigger
			Solution 2 – a combination of Visual Workflow and Process Builder
		Business use case 2
			Solution 1 – using Apex
			Solution 2 – a combination of Visual Workflow and Process Builder
	The benefits of Visual Workflow
	System requirements for using Visual Workflow
	An overview of the Visual Workflow lifecycle
	An overview of the Cloud Flow Designer
	An overview of the building blocks of Visual Workflow
		Flow elements
		Flow resources
		Flow connectors
	The various ways to invoke a Flow
	Summary
Chapter 2: Creating Flow through Point and Click
	Creating the building blocks of Flow
	Creating a variable
	Creating a collection variable
		Adding values to a collection variable
	Creating an SObject Variable
	Creating an SObject Collection Variable
	Designing the Flow
		Creating a Salesforce Developer account
		Logging in to Salesforce.com
		Hands on 1 – displaying logged-in user ID
			Creating a Screen element
			Adding fields to the Screen element
			Removing fields from the Screen element
			Setting the Start element in a Flow
			Saving a Flow
			Running a Flow
		Hands on 2 – real estate commission calculator
			Connecting the Flow elements
		Hands on 3 – displaying a feedback form based on conditions
			Adding a Decision element
			Adding a choice to a Flow
		Hands on 4 – displaying related records based on search functionality
			Adding a dynamic choice to a Flow
	A few points to remember
	Exercises
	Summary
Chapter 3: Manipulating Records in Visual Workflow
	Creating the building blocks of a Flow
	Creating a Constant
	Creating a Text Template
	Manipulating the data
		Hands on 1 – creating leads
			Adding the Record Create element to a Flow
		Hands on 2 – adding leads to a campaign
			Adding a record to a parent
			Activating a version of a Flow
			Passing values to Flow variables through a URL
			Setting the finish location or redirecting the URL for a Flow
		Hands on 3 – quickly update an account record
			Adding Record Update elements to a Flow
		Hands on 4 – cleaning Chatter group feed
			Adding the Record Delete element to a Flow
		Hands on 5 – adding Flow to the home page layout
			Saving Flow as a different version
			Adding the Record Lookup element to a Flow
		Hands on 6 – adding an image to Display Text
		Hands on 7 – saving data from a feedback form
		Hands on 8 – sending an e-mail
		Hands on 9 – creating a custom error message
		Hands on 10 – conditional execution of a Flow with JavaScript
	A few points to remember
	Exercises
	Summary
Chapter 4: Debugging and New Ways to Call a Flow
	Debugging your Flow
		Onscreen debugging
			Inbuilt debugging tools
		Using debug screens
	Debug log
		Setting the debug log filter
	Who can run the Flow and how
		Debugging insufficient privileges on the custom button/link
		Embed a Flow into a Visualforce page
		Invoke a Flow using Process Builder
	Automating your business process
		Hands on 1 – copying the record followers
			Adding the Fast Lookup element to a Flow
			Adding the Loop element to a Flow
			Adding an Assignment element to a Flow
			Adding the Fast Create element to a Flow
		Hands on 2 – open a Flow for unauthenticated access
			Customizing the Flow user interface
		Hands on 3 – setting the finish behavior in the Visualforce page
			Using the URLFOR function
			Using the $Page variable
			Using a controller
		Hands on 4 – accessing a Flow through Salesforce1
			Through the Salesforce1 navigation menu
			Through publisher actions
		Hands on 5 – setting the Flow variables value from a Visualforce page
			Without a controller
			With the standard controller
			With the custom controller
			Call a Flow using the custom controller
		Hands on 6 – invoking a Flow using an Inline Visualforce page
		Hands on 7 – using a Flow to save the data from the Visualforce page
	A few points to remember
	Exercises
	Summary
Chapter 5: Developing Applications with Process Builder
	An overview of Process Builder
		Business problems
		An overview of the Process Builder user interface
		Actions available in Process Builder
	Differences between Process Builder and other tools
	Creating applications with Process Builder
		Hands on 1 – autocreate a child record
			Creating a Process
			Adding an object and evaluation criteria
			Adding Process criteria
			Adding an action to a Process
			Activating a Process
			Deactivating a Process
			Deleting a Process
		Hands on 2 – auto update child records
		Hands on 3 – cloning a Process
			Adding an Apex plugin to your Process
		Hands on 4 – posting opportunity details to the Chatter group
		Hands on 5 – sending an e-mail to the opportunity owner
		Hands on 6 – checking time-dependent actions from Process Builder
		Hands on 7 – submitting a record to the Approval Process
		Hands on 8 – calling a Flow from Process Builder
	A few points to remember
	Exercises
	Summary
Chapter 6: Building Applications without Code
	Distributing or deploying Flows and Processes
		Hands on 1 – deploying using Change Sets
		Creating an unmanaged Package
			Viewing the Flow created by Process Builder
	Hands on 2 – displaying messages after login
		Adding a Login Flow
		Hands on 3 – setting the Login Flow finish behavior
	Hands on 4 – understanding Subflow and the Wait Element
		Creating a master Flow
		Adding a Subflow element to a Flow
		Hands on 5 – adding a Wait element to a Flow
			Launching the Flow from Process Builder
	Hands on 6 – using custom settings in a Flow
		Launching the Flow from Process Builder
	Hands on 7 – creating schedule jobs using a Flow
		Hands on 8 – creating a recurring job using time-dependent workflow and Process Builder
		Hands on 9 – queuing a job for the next day
	A few points to remember
	Exercises
	Summary
Index