Salesforce.com Lightning Process Builder and Visual Workflow by Jonathan Keel

By Jonathan Keel

Methods to construct good judgment into your apps through configuring Salesforce.com Lightning strategy Builder and visible Workflow software program instruments to fulfill the desires of your company with out using code. it is possible for you to to construct workflow diagrams at the Salesforce.com platform and practice advanced common sense. people who have created workflow diagrams in different functions (e.g., Microsoft Visio) will consider very cozy utilizing those instruments from Salesforce. when you are in a state of affairs the place a typical Salesforce configuration doesn't meet your wishes, you could consistently depend on a developer to increase the performance via Visualforce and Apex code. What should you may take again that keep an eye on and never depend on a developer or advisor? With new technologies―Process Builder and visible Workflow―introduced onto the Salesforce.com platform, you could accomplish a lot of what used to be often dealt with with Apex code. Lightning procedure Builder and visible workflow either permit for complex good judgment that ordinary configuration reminiscent of Salesforce.com Workflow can't do. Salesforce.com Lightning approach Builder and visible Workflow info how those applied sciences can be utilized to: Create a decision middle software that courses operators via a decision with displays that adjust in keeping with the caller’s responses. immediately publish approvals to hurry up and streamline your online business. replace comparable files for any item being transformed, together with average and customized gadgets.

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Additional info for Salesforce.com Lightning Process Builder and Visual Workflow A Practical Guide to Model-Driven Development on the Force.com Platform

Example text

For example, -14 with a Days Offset Unit would be used for two weeks before the Base Time. Using 2 with an Hours Office Unit would be used for two hours after the Base Time. Parameter Value The value to use with the Parameter. As discussed in the Parameter picklist, this value would be different depending on what was picked in the picklist. ” For Offset Number it can be a negative or positive number. Waiting Conditions (check box) Checking this box will give the ability to require additional conditions to be true.

Record Delete The Record Delete element is used to remove an existing record for a standard or custom object from Salesforce. See Figure 2-20 and Table 2-15 for an explanation of the configuration of this element. Figure 2-20.

The name must begin with a letter and use only alphanumeric characters and underscores. The name cannot end with an underscore or have two consecutive underscores. Screen The Screen element is the bread and butter of a typical flow (not including autolaunched or user provisioning flows). Flows tend to look like step-by-step wizards, with one screen after another, that collect data from users and present information back to the screen. Due to all this user interaction, the Screen element has a lot of possible configuration options (see Figure 2-10).

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