Learning Salesforce Visual Workflow

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.

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.

Table of Contents

Chapter 1: Getting Started With Visual Workflow
Chapter 2: Creating Flow Through Point And Click
Chapter 3: Manipulating Records In Visual Workflow
Chapter 4: Debugging And New Ways To Call A Flow
Chapter 5: Developing Applications With Process Builder
Chapter 6: Building Applications Without Code