Name: Learning Salesforce Visual Workflow and Process Builder（Second Edition）
Author: Rakesh Gupta
ISBN: 9781787281820

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Learning Salesforce Visual Workflow and Process Builder（Second Edition）

Rakesh Gupta

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Title Page
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

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Learning Salesforce Visual Workflow and Process Builder（Second Edition）