Learning Salesforce Visual Workflow - Softcover

Gupta, Rakesh

Softcover

ISBN 10: 1785289837 ISBN 13: 9781785289835

Publisher: Packt Publishing, 2015

Synopsis

Click your way to automating your various business processes using Salesforce Visual Workflow

About This Book

• Reduce code usage in your organization and solve complex business scenarios using Flow
• Automate your common business scenario using Process Builder
• This is a conventional step-by-step guide to automate your business requirements using Flow and Process Builder

Who This Book Is For

Learning Salesforce Visual Workflow is intended for those who want to use Flows to automate their business requirements by click not code. Salesforce maintains an incredibly user-friendly interface; no previous experience in computer coding or programming is required.

What You Will Learn

• Develop an application using point and click with help of Flow
• Get to grips with various ways to launch a Flow
• Capture the data from an external user without using the Visualforce page
• Change the Flow UI using CSS
• Save the user input into the database, and learn how to query and manipulate the data
• Discover various ways to debug and deploy the Flow and Process Builder
• Understand the concepts of Subflow and Login Flow
• Build applications without code

In Detail

Salesforce Management System is an information system used in CRM to automate the business processes like sales and marketing. Visual Workflow is a powerful tool developed by Force.com to automate business processes by creating applications (also called Flows).

Learning Salesforce Visual Workflow starts from the introduction of Flows that will enable you to know all the building blocks that are required for Flows.

You will also learn how to use Process Builder to solve complex business requirements with the help of Flow. Everything is explained in this book using more than 40 real-time business use cases, and towards the end of the book, you will get a clear idea and knowledge on how you can use Flows and Process Builder in your organization to optimize code usage.

About this title

About the Author

Rakesh Gupta

Rakesh Gupta is a Salesforce MVP, evangelist, trainer, blogger, and an independent Salesforce consultant. He is from Katihar, Bihar, and lives in Mumbai. He has been working on the Force.com platform since 2011. Currently, he is working as a Salesforce consultant and is a regular contributor to the Salesforce Success Community. He is the coauthor of Developing Applications with Salesforce Chatter and Salesforce.com Customization Handbook, both by Packt Publishing, and he is also a technical reviewer of Learning Force.com Application Development, Packt Publishing. He has written over 70 articles on Flow and Process Builder to show how someone can use them to minimize code usage. He is one of the Flow experts in the industry. He is very passionate about Force.com and shares information through various channels, including his blog at http://rakeshistom.wordpress.com. He has trained almost 200+ professionals around the globe and conducted corporate trainings. He has 5x certifications in Salesforce. He works on all aspects of Salesforce and is an expert in data migration, integration, configuration, and customization. He is the leader of the Navi Mumbai and Nashik developer user groups in India. He is also the initiator of the Mumbai Salesforce User Group. He organizes meetups at regular intervals for the groups he is part of. He can be reached at rakeshistom@gmail.com, or you can follow him on Twitter at @rakeshistom.

Edition details

• Publisher: Packt Publishing
• Publication date: 2015
• Language: English
• ISBN 10: 1785289837
• ISBN 13: 9781785289835
• Binding: Paperback
• Number of pages: 264