Learning Salesforce Visual Workflow and Process Builder - Second Edition

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

About This Book

• Develop an application using Point and Click with the help of Flow
• Get to grips with various ways to launch a Flow
• Capture data from an external user without using the Visualforce page
• Save user input into the database, and learn how to query and manipulate the data
• Discover various ways to debug and deploy Flow and Process Builder
• Understand the concepts of Subflow and Login Flow
• Handle complex business processes using Process builder and keep them clean
• Use existing or new Flows to work with Salesforce Lightning Experience.

Who This Book Is For

This book is intended for those who want to use Flows to automate their business requirements by clicking, not coding. No previous experience in computer coding or programming is required

What You Will Learn

• Develop an application using point and click with the help of Flow
• Get to grips with various ways to launch a Flow
• Capture data from an external user without using the Visualforce page
• Save user input into the database, and learn how to query and manipulate the data
• Discover various ways to debug and deploy Flow and Process Builder
• Understand the concepts of Subflow and Login Flow
• Handle complex business processes using Process builder and keep them clean
• Use existing or new Flows to work with Salesforce Lightning Experience.

In Detail

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

Learning Salesforce Visual Workflow, Second Edition is a practical guide on Flows that will enable you to develop custom applications in Salesforce with minimized code usage.

The book starts with an introduction to Visual Workflows that teaches all the building blocks of creating Flows and use it efficiently. You will learn how to easily automate business processes and tackle complex business scenarios using Flows. The book explains the working of the Process Builder so you can create reusable processes. The book also covers how you can integrate existing or newly created Flows with the Salesforce Lightening Experience.

By the end of the book, you will get a clear understanding on how to use Flows and Process Builder in your organization to optimize code usage.

Style and approach

Step by step approch to use Process Builder to solve complex business requirements with the help of Flow

Rakesh Gupta is a graduate of SRM University, Chennai, with a degree in information technology. He previously worked at iGate Computer Systems Limited (now part of Capgemini). He is a three-time Salesforce MVP, evangelist, Salesforce trainer, blogger, and works as a Salesforce solution architect. He has been working on the Salesforce.com platform for over 6 years. He is from Katihar, Bihar, and lives in Alpharetta, USA. He is the co-author of Developing Applications with Salesforce Chatter and Salesforce.com Customization Handbook, both by Packt. He is the author of Learning Salesforce Visual Workflow and Mastering Salesforce CRM Administration, also by Packt. He is also a technical reviewer of Learning Force.com Application Development and Mastering Application Development with Force.com, Packt Publishing.

He's best known as an automation champion in the Salesforce ecosystem, as he has written over 110 articles on Visual Workflow and Process Builder to show how someone can use them to minimize code usage. He is one of the biggest Visual Workflow and Process Builder experts in the industry. He has trained more than 600 professionals around the globe and conducted corporate trainings. He currently holds nine certifications in Salesforce. He works on all the aspects of Salesforce and is an expert in data migration, process automation, configuration, customization, and integration. He is the leader of the Navi Mumbai and Nashik Salesforce developer user groups in India. He is also the initiator of the Mumbai Salesforce user group, and the initiator of the biweekly online webinar Automation Hour (automationhour.com). He is very passionate and shares information through various channels, including the Salesforce Success Community.

You can follow him on Twitter at @rakeshistom and @automationchamp.