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Salesforce.com Lightning Process Builder and Visual Workflow : A Practical Guide to Model-driven
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This book teaches administrators how to configure and maintain these tools to meet the needs of their organization without the use of developers or consultants. It is a complete guide to software that allows users to build a workflow diagram on the Salesforce.com platform. Individuals who have created workflow diagrams in other applications (e.g., Microsoft Visio) will feel very comfortable using these two new tools from Salesforce.
If you find yourself in a situation where a standard Salesforce configuration doesn’t meet your needs, you can always rely on a developer to extend the functionality through Visualforce and Apex code. But what if you could take back that control and not rely on a developer or consultant? With two new technologies—Process Builder and Visual workflow—introduced onto the Salesforce.com platform, you can accomplish much of what was normally handled with Apex code.
Process Builder and Visual workflow both allow for advanced logic that standard configuration such as Salesforce.com Workflow cannot do.Salesforce.com Process Builder and Visual Workflow details how these technologies can be used to:
- Create a call center application that guides operators through a call with screens that change based on the caller’s responses.
- How to build a simple cross object field update in Process Builder.
- How to build an advanced workflow with approval process in Process Builder.
- How to build a simple wizard web interface in Visual Workflow.
- How to build a call center application in Visual Workflow.
- How to integrate custom Plugins to extend functionality in Visual Workflow and Process Builder.