更新时间:2021-07-09 20:58:23
coverpage
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
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
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
Debugging and New Ways to Call a Flow
Debugging your Flow
On screen debugging
Inbuilt debugging tools