Learning Salesforce Visual Workflow and Process Builder - Second Edition电子书

Title Page

Copyright

Learning Salesforce Visual Workflow and Process Builder

Credits

Foreword

About the Author

About the Reviewer

www.PacktPub.com

Customer Feedback

Preface

What this book covers

What you need for this book

Who this book is for

Conventions

Reader feedback

Customer support

Downloading the example code

Errata

Piracy

Questions

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

Solution 3- using 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

Visual Workflow outcome behavior

Creating an Admin playground account

Logging in to Salesforce.com

Summary

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

Allowing users to pause Flows

Designing the Flow

Hands on 1 - displaying a 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 Record choice to a Flow

Hands on 5 - creating an opportunity form

Adding a Picklist choice to a Flow

A few points to remember

Exercises

Summary

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 a 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

Debugging and New Ways to Call a Flow

Debugging your Flow

On screen 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

Embedding a Flow into a Visualforce page

Invoking 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 finish behavior on 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 Flow variables value from a Visualforce page

Without a controller

With the standard controller

With the custom controller

Calling a Flow using the custom controller

Hands on 6 - invoking a Flow using an Inline Visualforce page

Hands on 7 - using Flow to save the data from Visualforce page

Hands on 8 - using cross-object fields in Flow

Referencing a cross-object field in Flow

Cross-object field references in simple relationships

Cross-object field references in polymorphic relationships

A few points to remember

Exercises

Summary

Developing Applications with Process Builder

An overview of Process Builder

Business problems

Browser requirements for using Process Builder

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 - auto create 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 version

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 an Approval Process

Hands on 8 - calling a Flow from Process Builder

A few points to remember

Exercises

Summary

Building Efficient and Performance Optimized Processes

An overview of process management

Using Audit Trail to track setup changes in a Process or a Flow

Hands on 1 - using Workbench to get all the details of a process

Hands on 2 - using custom labels in Process Builder

Creating a custom label

Hands on 3 - using a Quick action to add a record to a Chatter group

Hands on 4 - calling an Apex class from Process Builder

Hands on 5 - bypass processes using Custom Permission

Creating a custom permission

Hands on 6 - defining additional conditions when updating records

Hands on 7 - scheduling multiple groups of actions

Hands on 8 - executing multiple criteria of a process

Reordering the criteria node in Process Builder

Hands on 9 - creating reusable processes using invocable process

Creating a master process to call a invocable process

A few points to remember

Exercises

Summary

Building Applications without Code

Distributing or deploying Flows and Processes

Deploying using Change Sets

Hands on 1 - creating an unmanaged package

Hands on 2 - displaying messages after login

Connecting a Login Flow to a profile

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

Checking time-dependent actions from Flow

Hands on 6 - using custom metadata types in a Flow

Launching the Flow from Process Builder

Hands on 7 - creating scheduled jobs using a Flow

Hands on 8 - creating a recurring job using a time-dependent workflow and Process Builder

Hands on 9 - queuing a job for the next day

A few points to remember

Exercises

Summary

Enabling Flows to Work with Lightning Experience

Lightning runtime experience for Flows

Hands on 1 - enabling a Flow in Lightning skin

Hands on 2 - embedding a Flow into a Lightning App Page

Hands on 3- enabling Lightning App Pages to Salesforce1 and Lightning Experience users

Hands on 4 - embedding a Flow into a Lightning Record Page

Hands on 5 - displaying two columns Flows

Enabling custom record page for your Lightning Experience users

Hands on 6 - displaying a two-column Flow through a custom button

Hands on 7 - redirect Flows that render in Lightning Runtime

Adding a retURL to custom button

A few points to remember

Exercises

Summary