Linked e-resources
Details
Table of Contents
At a Glance; Contents; About the Author; About the Technical Reviewers; Acknowledgments; Introduction; Chapter 1: A History of Workflow and Graphical Development; Getting Some Logic with Workflow; From Code to Workflow Rule; Documenting Processes; Graphical Development; The Birth of Dataflow Programming; Enter Visual Workflow; Next Up . . . Lightning Process Builder; Recap; Chapter 2: Visual Workflow Basics; High-Level Concepts of Visual Workflow; What Is a Flow?; When to Use Visual Workflow vs. Workflow; Visual Workflow Strengths and Limitations; Strengths
Tie Business Processes to Multiple ObjectsComplex Business Logic; Multiple Ways to Start a Flow; Limitations; Intro to Cloud Flow Designer; Anatomy of Cloud Flow Designer; Button Bar; Toolbar; Palette Tab; Resources Tab; Explorer Tab; Canvas; Flow Elements; Step; Screen; General Info tab; Add a Field Tab; Field Settings Tab; Decision; Assignment; Loop; Wait; Record Create; Record Update; Record Lookup; Record Delete; Fast Create; Fast Update; Fast Lookup; Fast Delete; Flows, Plug-ins, Quick Actions, Apex, E-mail Alerts, and Static Actions; Flow Resources; Variable; Collection Variable
SObject VariableSObject Collection Variable; Constant; Formula; Text Template; Choice; Dynamic Choice; Recap; Chapter 3: First Flow; Create That Flow!; Requirements; Dragging and Dropping; Screen Element Configuration; Adding an Input Field; Recap; Chapter 4: Creating a Wizard; From Business Objective to Design; So What Are the Requirements?; From Requirements to Design; Building the Wizard; Account Type Screen; Address Screen; Phone Numbers Screen; SSN/Tax ID Screen; Money Market or Savings Account?; Money Market Account Terms Screen; Money Market Review Screen
Checking Account Number ScreenIs Interest High? Decision; Assignments; Personal Savings Review Screen; Save It, Run It!; Recap; Chapter 5: Salesforce Data and Loops; Collections and Loops; Riding on the Loop; Looping Story and Requirements; Designing the Loop; Implementing the Loop; Data Lookups; Record Lookup; Fast Lookup; Adding the Fast Lookup to the Flow; Account Loop; Defining the Body; Assignment; Updating Records; Fast Update; Record Update; Run the Flow; Recap; Chapter 6: Call Center Application; What Is a Call Center App?; Designing the App; Onto the Flow Design; Implementation
Call Center Transfer SubflowCall Center Flow; The Main Flow; Finish Behavior; Update Account Page Layout; Done, Done, and Wait There's More; Adding a flow to a Visualforce Page; Recap; Chapter 7: Lightning Process Builder Basics; What Exactly Is a Process?; The Anatomy of a Process; Lightning Process Builder User Interface; Title Bar; Button Bar; Canvas; When to Use Lightning Process Builder vs. Salesforce Workflow; Conditional Statements (If-Then Logic); Graphical Development; Time-Based actions; Call Apex Code; Create Records; Delete Records; Update Records; Launch Flows; Post to Chatter
Tie Business Processes to Multiple ObjectsComplex Business Logic; Multiple Ways to Start a Flow; Limitations; Intro to Cloud Flow Designer; Anatomy of Cloud Flow Designer; Button Bar; Toolbar; Palette Tab; Resources Tab; Explorer Tab; Canvas; Flow Elements; Step; Screen; General Info tab; Add a Field Tab; Field Settings Tab; Decision; Assignment; Loop; Wait; Record Create; Record Update; Record Lookup; Record Delete; Fast Create; Fast Update; Fast Lookup; Fast Delete; Flows, Plug-ins, Quick Actions, Apex, E-mail Alerts, and Static Actions; Flow Resources; Variable; Collection Variable
SObject VariableSObject Collection Variable; Constant; Formula; Text Template; Choice; Dynamic Choice; Recap; Chapter 3: First Flow; Create That Flow!; Requirements; Dragging and Dropping; Screen Element Configuration; Adding an Input Field; Recap; Chapter 4: Creating a Wizard; From Business Objective to Design; So What Are the Requirements?; From Requirements to Design; Building the Wizard; Account Type Screen; Address Screen; Phone Numbers Screen; SSN/Tax ID Screen; Money Market or Savings Account?; Money Market Account Terms Screen; Money Market Review Screen
Checking Account Number ScreenIs Interest High? Decision; Assignments; Personal Savings Review Screen; Save It, Run It!; Recap; Chapter 5: Salesforce Data and Loops; Collections and Loops; Riding on the Loop; Looping Story and Requirements; Designing the Loop; Implementing the Loop; Data Lookups; Record Lookup; Fast Lookup; Adding the Fast Lookup to the Flow; Account Loop; Defining the Body; Assignment; Updating Records; Fast Update; Record Update; Run the Flow; Recap; Chapter 6: Call Center Application; What Is a Call Center App?; Designing the App; Onto the Flow Design; Implementation
Call Center Transfer SubflowCall Center Flow; The Main Flow; Finish Behavior; Update Account Page Layout; Done, Done, and Wait There's More; Adding a flow to a Visualforce Page; Recap; Chapter 7: Lightning Process Builder Basics; What Exactly Is a Process?; The Anatomy of a Process; Lightning Process Builder User Interface; Title Bar; Button Bar; Canvas; When to Use Lightning Process Builder vs. Salesforce Workflow; Conditional Statements (If-Then Logic); Graphical Development; Time-Based actions; Call Apex Code; Create Records; Delete Records; Update Records; Launch Flows; Post to Chatter