Learning Salesforce Visual Workflow and Process Builder

Cover......Page 1
Copyright......Page 3
Credits......Page 4
Foreword......Page 5
About the Author......Page 7
About the Reviewer......Page 8
www.PacktPub.com......Page 9
Customer Feedback......Page 10
Table of Contents......Page 11
Preface......Page 17
Chapter 1: Getting Started with Visual Workflow......Page 22
Business use case 1......Page 23
Solution 2 - a combination of Visual Workflow and Process Builder......Page 24
Business use case 2......Page 26
Solution 2 - a combination of Visual Workflow and Process Builder......Page 27
The benefits of Visual Workflow......Page 29
An overview of the Visual Workflow lifecycle......Page 30
An overview of the Cloud Flow Designer......Page 31
Flow elements......Page 35
Flow resources......Page 37
Flow connectors......Page 38
Visual Workflow outcome behavior ......Page 39
Creating an Admin playground account......Page 40
Logging in to Salesforce.com......Page 42
Summary......Page 43
Chapter 2: Creating Flow through Point and Click......Page 44
Creating a variable......Page 45
Creating a collection variable......Page 48
Adding values to a collection variable......Page 50
Creating an SObject Variable......Page 51
Creating an SObject Collection Variable......Page 52
Allowing users to pause Flows......Page 53
Hands on 1 - displaying a logged-in user ID......Page 55
Creating a Screen element......Page 56
Adding fields to the Screen element......Page 57
Removing fields from the Screen element......Page 58
Saving a Flow......Page 59
Running a Flow......Page 61
Hands on 2 - real estate commission calculator......Page 62
Connecting the Flow elements......Page 67
Hands on 3 - displaying a feedback form based on conditions......Page 69
Adding a Decision element......Page 71
Adding a choice to a Flow......Page 74
Hands on 4 - displaying related records based on search functionality......Page 79
Adding a Dynamic Record choice to a Flow......Page 80
Hands on 5 - creating an opportunity form ......Page 84
Adding a Picklist choice to a Flow......Page 86
A few points to remember......Page 90
Exercises......Page 91
Summary......Page 92
Chapter 3: Manipulating Records in Visual Workflow......Page 93
Creating a constant......Page 94
Creating a Text Template......Page 97
Manipulating the data......Page 100
Hands on 1 - creating leads......Page 101
Adding the Record Create element to a Flow......Page 103
Adding a record to a parent......Page 106
Activating a version of a Flow......Page 108
Passing values to Flow variables through a URL......Page 109
Setting the finish location or redirecting the URL for a Flow......Page 110
Adding Record Update elements to a Flow......Page 112
Hands on 4 - cleaning Chatter group feed......Page 117
Adding the Record Delete element to a Flow......Page 119
Hands on 5 - adding Flow to the home page layout......Page 121
Saving a Flow as a different version......Page 125
Adding the Record Lookup element to a Flow......Page 128
Hands on 6 - adding an image to Display Text......Page 133
Hands on 7 - saving data from a feedback form......Page 134
Hands on 8 - sending an e-mail......Page 137
Hands on 9 - creating a custom error message......Page 142
Hands on 10 - conditional execution of a Flow with JavaScript......Page 144
A few points to remember......Page 146
Exercises......Page 147
Summary......Page 148
Debugging your Flow......Page 149
Inbuilt debugging tools......Page 150
Using debug screens......Page 151
Debug log......Page 153
Setting the debug log filter......Page 154
Debugging insufficient privileges on the custom button/link......Page 156
Embedding a Flow into a Visualforce page......Page 157
Automating your business process......Page 160
Hands on 1 - copying the record followers......Page 161
Adding the Fast Lookup element to a Flow......Page 163
Adding the Loop element to a Flow......Page 167
Adding an Assignment element to a Flow......Page 168
Adding the Fast Create element to a Flow......Page 171
Hands on 2 - open a Flow for unauthenticated access......Page 173
Customizing the Flow user interface......Page 174
Using the URLFOR function......Page 180
Hands on 4 - accessing a Flow through Salesforce1......Page 181
Through the Salesforce1 navigation menu......Page 182
Through publisher actions......Page 184
With the standard controller......Page 186
With the custom controller......Page 187
Calling a Flow using the custom controller......Page 188
Hands on 6 - invoking a Flow using an Inline Visualforce page......Page 189
Hands on 7 - using Flow to save the data from Visualforce page......Page 196
Hands on 8 - using cross-object fields in Flow......Page 202
Cross-object field references in polymorphic relationships......Page 206
A few points to remember......Page 210
Exercises......Page 211
Summary......Page 214
Chapter 5: Developing Applications with Process Builder......Page 215
An overview of Process Builder......Page 216
Browser requirements for using Process Builder......Page 217
An overview of the Process Builder user interface......Page 218
Actions available in Process Builder......Page 220
Differences between Process Builder and other tools......Page 221
Hands on 1 - auto create a child record......Page 223
Creating a Process......Page 224
Adding an object and evaluation criteria......Page 225
Adding process criteria......Page 227
Adding an action to a Process......Page 228
Activating a Process......Page 232
Deactivating a Process......Page 233
Hands on 2 - auto update child records......Page 234
Hands on 3 - cloning a Process......Page 243
Adding an Apex plugin to your Process......Page 245
Hands on 4 - posting opportunity details to the Chatter group......Page 246
Hands on 5 - sending an e-mail to the opportunity owner......Page 251
Hands on 6 - checking time-dependent actions from Process Builder......Page 257
Hands on 7 - submitting a record to an Approval Process......Page 258
Hands on 8 - calling a Flow from Process Builder......Page 262
A few points to remember......Page 268
Exercises......Page 269
Summary......Page 272
Chapter 6: Building Efficient and Performance Optimized Processes......Page 273
An overview of process management......Page 274
Using Audit Trail to track setup changes in a Process or a Flow ......Page 275
Hands on 1 - using Workbench to get all the details of a process......Page 276
Hands on 2 – using custom labels in Process Builder......Page 280
Creating a custom label ......Page 281
Hands on 3 – using a Quick action to add a record to a Chatter group......Page 282
Hands on 4 – calling an Apex class from Process Builder......Page 289
Hands on 5 – bypass processes using Custom Permission......Page 295
Creating a custom permission ......Page 296
Hands on 6 - defining additional conditions when updating records......Page 298
Hands on 7 - scheduling multiple groups of actions......Page 304
Hands on 8 - executing multiple criteria of a process......Page 311
Reordering the criteria node in Process Builder......Page 316
Hands on 9 - creating reusable processes using invocable process......Page 319
Creating a master process to call a invocable process......Page 325
Exercises......Page 330
Summary......Page 333
Distributing or deploying Flows and Processes......Page 334
Hands on 1 - creating an unmanaged package......Page 335
Hands on 2 - displaying messages after login......Page 340
Connecting a Login Flow to a profile......Page 342
Hands on 3 - setting the Login Flow finish behavior......Page 344
Creating a master Flow......Page 346
Adding a Subflow element to a Flow......Page 348
Hands on 5 - adding a Wait element to a Flow......Page 351
Launching the Flow from Process Builder......Page 357
Checking time-dependent actions from Flow......Page 362
Hands on 6 - using custom metadata types in a Flow......Page 364
Launching the Flow from Process Builder......Page 374
Hands on 7 - creating scheduled jobs using a Flow......Page 379
Hands on 8 - creating a recurring job using a time-dependent workflow and Process Builder......Page 388
Hands on 9 - queuing a job for the next day......Page 395
A few points to remember......Page 397
Exercises......Page 398
Summary......Page 400
Chapter 8: Enabling Flows to Work with Lightning Experience......Page 401
Lightning runtime experience for Flows......Page 402
Hands on 1 - enabling a Flow in Lightning skin......Page 403
Hands on 2 - embedding a Flow into a Lightning App Page......Page 405
Hands on 3- enabling Lightning App Pages to Salesforce1 and Lightning Experience users......Page 409
Hands on 4 - embedding a Flow into a Lightning Record Page......Page 414
Hands on 5 - displaying two columns Flows......Page 419
Enabling custom record page for your Lightning Experience users......Page 421
Hands on 6 - displaying a two-column Flow through a custom button......Page 424
Hands on 7 - redirect Flows that render in Lightning Runtime......Page 427
Adding a retURL to custom button ......Page 428
A few points to remember......Page 429
Exercises......Page 430
Summary......Page 435
Index......Page 437