Learning Salesforce Visual Workflow and Process Builder - Second Edition.:
Click your way to automating various business processes using Salesforce Visual WorkflowAbout 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 us...
Gespeichert in:
| 1. Verfasser: | |
|---|---|
| Format: | Elektronisch E-Book |
| Sprache: | English |
| Veröffentlicht: |
Birmingham :
Packt Publishing,
2017.
|
| Ausgabe: | 2nd ed. |
| Schlagworte: | |
| Online-Zugang: | Volltext |
| Zusammenfassung: | Click your way to automating various business processes using Salesforce Visual WorkflowAbout 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 ForThis 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 DetailSalesforce 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 approachStep by step approch to use Process Builder to solve complex business requirements with the help of Flow. |
| Beschreibung: | Chapter 4: Debugging and New Ways to Call a Flow. |
| Beschreibung: | 1 online resource (442 pages) |
| ISBN: | 9781787281820 1787281825 |
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| 245 | 1 | 0 | |a Learning Salesforce Visual Workflow and Process Builder - Second Edition. |
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| 300 | |a 1 online resource (442 pages) | ||
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| 505 | 0 | |a Cover; Copyright; Credits; Foreword; About the Author; About the Reviewer; www.PacktPub.com; Customer Feedback; Table of Contents; Preface; Chapter 1: 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. | |
| 505 | 8 | |a An overview of the Visual Workflow lifecycleAn 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; Chapter 2: 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. | |
| 505 | 8 | |a Allowing users to pause FlowsDesigning 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. | |
| 505 | 8 | |a Hands on 5 -- creating an opportunity form Adding a Picklist choice to a Flow; A few points to remember; Exercises; Summary; Chapter 3: 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. | |
| 505 | 8 | |a Hands on 3 -- quickly update an account recordAdding 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. | |
| 500 | |a Chapter 4: Debugging and New Ways to Call a Flow. | ||
| 520 | 8 | |a Click your way to automating various business processes using Salesforce Visual WorkflowAbout 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 ForThis 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 DetailSalesforce 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 approachStep by step approch to use Process Builder to solve complex business requirements with the help of Flow. | |
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| contents | Cover; Copyright; Credits; Foreword; About the Author; About the Reviewer; www.PacktPub.com; Customer Feedback; Table of Contents; Preface; Chapter 1: 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 lifecycleAn 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; Chapter 2: 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 FlowsDesigning 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; Chapter 3: 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 recordAdding 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. |
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| discipline | Wirtschaftswissenschaften |
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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.</subfield></datafield><datafield tag="500" ind1=" " ind2=" "><subfield code="a">Chapter 4: Debugging and New Ways to Call a Flow.</subfield></datafield><datafield tag="520" ind1="8" ind2=" "><subfield code="a">Click your way to automating various business processes using Salesforce Visual WorkflowAbout 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 ForThis 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 DetailSalesforce 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. 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| id | ZDB-4-EBA-ocn988175574 |
| illustrated | Not Illustrated |
| indexdate | 2024-11-27T13:27:51Z |
| institution | BVB |
| isbn | 9781787281820 1787281825 |
| language | English |
| oclc_num | 988175574 |
| open_access_boolean | |
| owner | MAIN DE-863 DE-BY-FWS |
| owner_facet | MAIN DE-863 DE-BY-FWS |
| physical | 1 online resource (442 pages) |
| psigel | ZDB-4-EBA |
| publishDate | 2017 |
| publishDateSearch | 2017 |
| publishDateSort | 2017 |
| publisher | Packt Publishing, |
| record_format | marc |
| spelling | Gupta, Rakesh. Learning Salesforce Visual Workflow and Process Builder - Second Edition. 2nd ed. Birmingham : Packt Publishing, 2017. 1 online resource (442 pages) text txt rdacontent computer c rdamedia online resource cr rdacarrier Print version record. Cover; Copyright; Credits; Foreword; About the Author; About the Reviewer; www.PacktPub.com; Customer Feedback; Table of Contents; Preface; Chapter 1: 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 lifecycleAn 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; Chapter 2: 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 FlowsDesigning 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; Chapter 3: 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 recordAdding 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. Chapter 4: Debugging and New Ways to Call a Flow. Click your way to automating various business processes using Salesforce Visual WorkflowAbout 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 ForThis 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 DetailSalesforce 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 approachStep by step approch to use Process Builder to solve complex business requirements with the help of Flow. Salesforce.com (Firm) http://id.loc.gov/authorities/names/n2009036456 Salesforce.com (Firm) fast Sales management Data processing. http://id.loc.gov/authorities/subjects/sh85116730 Ventes Gestion Informatique. BUSINESS & ECONOMICS Industrial Management. bisacsh BUSINESS & ECONOMICS Management. bisacsh BUSINESS & ECONOMICS Management Science. bisacsh BUSINESS & ECONOMICS Organizational Behavior. bisacsh Sales management Data processing fast has work: Learning Salesforce Visual Workflow and Process Builder - Second Edition (Text) https://id.oclc.org/worldcat/entity/E39PD3gXc47RVcHDR9pVWfh7bH https://id.oclc.org/worldcat/ontology/hasWork Print version: Gupta, Rakesh. Learning Salesforce Visual Workflow and Process Builder - Second Edition. Birmingham : Packt Publishing, ©2017 FWS01 ZDB-4-EBA FWS_PDA_EBA https://search.ebscohost.com/login.aspx?direct=true&scope=site&db=nlebk&AN=1521157 Volltext |
| spellingShingle | Gupta, Rakesh Learning Salesforce Visual Workflow and Process Builder - Second Edition. Cover; Copyright; Credits; Foreword; About the Author; About the Reviewer; www.PacktPub.com; Customer Feedback; Table of Contents; Preface; Chapter 1: 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 lifecycleAn 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; Chapter 2: 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 FlowsDesigning 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; Chapter 3: 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 recordAdding 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. Salesforce.com (Firm) http://id.loc.gov/authorities/names/n2009036456 Salesforce.com (Firm) fast Sales management Data processing. http://id.loc.gov/authorities/subjects/sh85116730 Ventes Gestion Informatique. BUSINESS & ECONOMICS Industrial Management. bisacsh BUSINESS & ECONOMICS Management. bisacsh BUSINESS & ECONOMICS Management Science. bisacsh BUSINESS & ECONOMICS Organizational Behavior. bisacsh Sales management Data processing fast |
| subject_GND | http://id.loc.gov/authorities/names/n2009036456 http://id.loc.gov/authorities/subjects/sh85116730 |
| title | Learning Salesforce Visual Workflow and Process Builder - Second Edition. |
| title_auth | Learning Salesforce Visual Workflow and Process Builder - Second Edition. |
| title_exact_search | Learning Salesforce Visual Workflow and Process Builder - Second Edition. |
| title_full | Learning Salesforce Visual Workflow and Process Builder - Second Edition. |
| title_fullStr | Learning Salesforce Visual Workflow and Process Builder - Second Edition. |
| title_full_unstemmed | Learning Salesforce Visual Workflow and Process Builder - Second Edition. |
| title_short | Learning Salesforce Visual Workflow and Process Builder - Second Edition. |
| title_sort | learning salesforce visual workflow and process builder second edition |
| topic | Salesforce.com (Firm) http://id.loc.gov/authorities/names/n2009036456 Salesforce.com (Firm) fast Sales management Data processing. http://id.loc.gov/authorities/subjects/sh85116730 Ventes Gestion Informatique. BUSINESS & ECONOMICS Industrial Management. bisacsh BUSINESS & ECONOMICS Management. bisacsh BUSINESS & ECONOMICS Management Science. bisacsh BUSINESS & ECONOMICS Organizational Behavior. bisacsh Sales management Data processing fast |
| topic_facet | Salesforce.com (Firm) Sales management Data processing. Ventes Gestion Informatique. BUSINESS & ECONOMICS Industrial Management. BUSINESS & ECONOMICS Management. BUSINESS & ECONOMICS Management Science. BUSINESS & ECONOMICS Organizational Behavior. Sales management Data processing |
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