دانلود کتاب Learning Salesforce Visual Workflow

فهرست مطالب :

Cover Copyright Credits Foreword About the Author About the Reviewers www.PacktPub.com 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 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 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 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 Designing the Flow Creating a Salesforce Developer account Logging in to Salesforce.com Hands on 1 – displaying 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 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 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 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 Debugging your Flow Onscreen debugging Inbuilt debugging tools Using debug screens Debug log Setting the debug log filter Who can run the Flow and how Debugging insufficient privileges on the custom button/link Embed a Flow into a Visualforce page Invoke a Flow using Process Builder Automating your business process Hands on 1 – copying the record followers Adding the Fast Lookup element to a Flow Adding the Loop element to a Flow Adding an Assignment element to a Flow Adding the Fast Create element to a Flow Hands on 2 – open a Flow for unauthenticated access Customizing the Flow user interface Hands on 3 – setting the finish behavior in the Visualforce page Using the URLFOR function Using the $Page variable Using a controller Hands on 4 – accessing a Flow through Salesforce1 Through the Salesforce1 navigation menu Through publisher actions Hands on 5 – setting the Flow variables value from a Visualforce page Without a controller With the standard controller With the custom controller Call a Flow using the custom controller Hands on 6 – invoking a Flow using an Inline Visualforce page Hands on 7 – using a Flow to save the data from the Visualforce page A few points to remember Exercises Summary Chapter 5: Developing Applications with Process Builder An overview of Process Builder Business problems An overview of the Process Builder user interface Actions available in Process Builder Differences between Process Builder and other tools Creating applications with Process Builder Hands on 1 – autocreate a child record Creating a Process Adding an object and evaluation criteria Adding Process criteria Adding an action to a Process Activating a Process Deactivating a Process Deleting a Process Hands on 2 – auto update child records Hands on 3 – cloning a Process Adding an Apex plugin to your Process Hands on 4 – posting opportunity details to the Chatter group Hands on 5 – sending an e-mail to the opportunity owner Hands on 6 – checking time-dependent actions from Process Builder Hands on 7 – submitting a record to the Approval Process Hands on 8 – calling a Flow from Process Builder A few points to remember Exercises Summary Chapter 6: Building Applications without Code Distributing or deploying Flows and Processes Hands on 1 – deploying using Change Sets Creating an unmanaged Package Viewing the Flow created by Process Builder Hands on 2 – displaying messages after login Adding a Login Flow Hands on 3 – setting the Login Flow finish behavior Hands on 4 – understanding Subflow and the Wait Element Creating a master Flow Adding a Subflow element to a Flow Hands on 5 – adding a Wait element to a Flow Launching the Flow from Process Builder Hands on 6 – using custom settings in a Flow Launching the Flow from Process Builder Hands on 7 – creating schedule jobs using a Flow Hands on 8 – creating a recurring job using time-dependent workflow and Process Builder Hands on 9 – queuing a job for the next day A few points to remember Exercises Summary Index