最新章節

• Summary
• Exercises
• A few points to remember
• Adding a retURL to custom button
• Hands on 7 - redirect Flows that render in Lightning Runtime
• Hands on 6 - displaying a two-column Flow through a custom button

• Summary 更新時間：2021-07-09 20:58:23
• Exercises
• A few points to remember
• Adding a retURL to custom button
• Hands on 7 - redirect Flows that render in Lightning Runtime
• Hands on 6 - displaying a two-column Flow through a custom button
• Enabling custom record page for your Lightning Experience users
• Hands on 5 - displaying two columns Flows
• Hands on 4 - embedding a Flow into a Lightning Record Page
• Hands on 3- enabling Lightning App Pages to Salesforce1 and Lightning Experience users
• Hands on 2 - embedding a Flow into a Lightning App Page
• Hands on 1 - enabling a Flow in Lightning skin
• Lightning runtime experience for Flows
• Enabling Flows to Work with Lightning Experience
• Summary
• Exercises
• A few points to remember
• Hands on 9 - queuing a job for the next day
• Hands on 8 - creating a recurring job using a time-dependent workflow and Process Builder
• Hands on 7 - creating scheduled jobs using a Flow
• Launching the Flow from Process Builder
• Hands on 6 - using custom metadata types in a Flow
• Checking time-dependent actions from Flow
• Launching the Flow from Process Builder
• Hands on 5 - adding a Wait element to a Flow
• Adding a Subflow element to a Flow
• Creating a master Flow
• Hands on 4 - understanding Subflow and the Wait element
• Hands on 3 - setting the Login Flow finish behavior
• Connecting a Login Flow to a profile
• Hands on 2 - displaying messages after login
• Hands on 1 - creating an unmanaged package
• Deploying using Change Sets
• Distributing or deploying Flows and Processes
• Building Applications without Code
• Summary
• Exercises
• A few points to remember
• Creating a master process to call a invocable process
• Hands on 9 - creating reusable processes using invocable process
• Reordering the criteria node in Process Builder
• Hands on 8 - executing multiple criteria of a process
• Hands on 7 - scheduling multiple groups of actions
• Hands on 6 - defining additional conditions when updating records
• Creating a custom permission
• Hands on 5 - bypass processes using Custom Permission
• Hands on 4 - calling an Apex class from Process Builder
• Hands on 3 - using a Quick action to add a record to a Chatter group
• Creating a custom label
• Hands on 2 - using custom labels in Process Builder
• Hands on 1 - using Workbench to get all the details of a process
• Using Audit Trail to track setup changes in a Process or a Flow
• An overview of process management
• Building Efficient and Performance Optimized Processes
• Summary
• Exercises
• A few points to remember
• Hands on 8 - calling a Flow from Process Builder
• Hands on 7 - submitting a record to an Approval Process
• Hands on 6 - checking time-dependent actions from Process Builder
• Hands on 5 - sending an e-mail to the opportunity owner
• Hands on 4 - posting opportunity details to the Chatter group
• Adding an Apex plugin to your Process
• Hands on 3 - cloning a Process
• Hands on 2 - auto update child records
• Deleting a Process version
• Deactivating a Process
• Activating a Process
• Adding an action to a Process
• Adding process criteria
• Adding an object and evaluation criteria
• Creating a Process
• Hands on 1 - auto create a child record
• Creating applications with Process Builder
• Differences between Process Builder and other tools
• Actions available in Process Builder
• An overview of the Process Builder user interface
• Browser requirements for using Process Builder
• Business problems
• An overview of Process Builder
• Developing Applications with Process Builder
• Summary
• Exercises
• A few points to remember
• Cross-object field references in polymorphic relationships
• Cross-object field references in simple relationships
• Referencing a cross-object field in Flow
• Hands on 8 - using cross-object fields in Flow
• Hands on 7 - using Flow to save the data from Visualforce page
• Hands on 6 - invoking a Flow using an Inline Visualforce page
• Calling a Flow using the custom controller
• With the custom controller
• With the standard controller
• Without a controller
• Hands on 5 - setting Flow variables value from a Visualforce page
• Through publisher actions
• Through the Salesforce1 navigation menu
• Hands on 4 - accessing a Flow through Salesforce1
• Using a controller
• Using the $Page variable
• Using the URLFOR function
• Hands on 3 - setting finish behavior on the Visualforce page
• Customizing the Flow user interface
• Hands on 2 - open a Flow for unauthenticated access
• Adding the Fast Create element to a Flow
• Adding an Assignment element to a Flow
• Adding the Loop element to a Flow
• Adding the Fast Lookup element to a Flow
• Hands on 1 - copying the record followers
• Automating your business process
• Invoking a Flow using Process Builder
• Embedding a Flow into a Visualforce page
• Debugging insufficient privileges on the custom button/link
• Who can run the Flow and how
• Setting the debug log filter
• Debug log
• Using debug screens
• Inbuilt debugging tools
• On screen debugging
• Debugging your Flow
• Debugging and New Ways to Call a Flow
• Summary
• Exercises
• A few points to remember
• Hands on 10 - conditional execution of a Flow with JavaScript
• Hands on 9 - creating a custom error message
• Hands on 8 - sending an e-mail
• Hands on 7 - saving data from a feedback form
• Hands on 6 - adding an image to Display Text
• Adding the Record Lookup element to a Flow
• Saving a Flow as a different version
• Hands on 5 - adding Flow to the home page layout
• Adding the Record Delete element to a Flow
• Hands on 4 - cleaning Chatter group feed
• Adding Record Update elements to a Flow
• Hands on 3 - quickly update an account record
• Setting the finish location or redirecting the URL for a Flow
• Passing values to Flow variables through a URL
• Activating a version of a Flow
• Adding a record to a parent
• Hands on 2 - adding leads to a campaign
• Adding the Record Create element to a Flow
• Hands on 1 - creating leads
• Manipulating the data
• Creating a Text Template
• Creating a constant
• Creating the building blocks of a Flow
• Manipulating Records in Visual Workflow
• Summary
• Exercises
• A few points to remember
• Adding a Picklist choice to a Flow
• Hands on 5 - creating an opportunity form
• Adding a Dynamic Record choice to a Flow
• Hands on 4 - displaying related records based on search functionality
• Adding a choice to a Flow
• Adding a Decision element
• Hands on 3 - displaying a feedback form based on conditions
• Connecting the Flow elements
• Hands on 2 - real estate commission calculator
• Running a Flow
• Saving a Flow
• Setting the Start element in a Flow
• Removing fields from the Screen element
• Adding fields to the Screen element
• Creating a Screen element
• Hands on 1 - displaying a logged-in user ID
• Designing the Flow
• Allowing users to pause Flows
• Creating an SObject Collection Variable
• Creating an SObject Variable
• Adding values to a collection variable
• Creating a collection variable
• Creating a variable
• Creating the building blocks of Flow
• Creating Flow through Point and Click
• Summary
• Logging in to Salesforce.com
• Creating an Admin playground account
• Visual Workflow outcome behavior
• The various ways to invoke a Flow
• Flow connectors
• Flow resources
• Flow elements
• An overview of the building blocks of Visual Workflow
• An overview of the Cloud Flow Designer
• An overview of the Visual Workflow lifecycle
• System requirements for using Visual Workflow
• The benefits of Visual Workflow
• Solution 2 - a combination of Visual Workflow and Process Builder
• Solution 1 - using Apex
• Business use case 2
• Solution 3- using Process Builder
• Solution 2 - a combination of Visual Workflow and Process Builder
• Solution 1 - using an Apex trigger
• Business use case 1
• Business problems
• Getting Started with Visual Workflow
• Questions
• Piracy
• Errata
• Downloading the example code
• Customer support
• Reader feedback
• Conventions
• Who this book is for
• What you need for this book
• What this book covers
• Preface
• Customer Feedback
• www.PacktPub.com
• About the Reviewer
• About the Author
• Foreword
• Credits
• Title Page
• coverpage

• 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
• 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
• 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
• Summary
• 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
• A few points to remember
• Exercises
• Summary
• Debugging and New Ways to Call a Flow
• Debugging your Flow
• On screen 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
• Embedding a Flow into a Visualforce page
• Invoking 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 finish behavior on 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 Flow variables value from a Visualforce page
• Without a controller
• With the standard controller
• With the custom controller
• Calling a Flow using the custom controller
• Hands on 6 - invoking a Flow using an Inline Visualforce page
• Hands on 7 - using Flow to save the data from Visualforce page
• Hands on 8 - using cross-object fields in Flow
• Referencing a cross-object field in Flow
• Cross-object field references in simple relationships
• Cross-object field references in polymorphic relationships
• A few points to remember
• Exercises
• Summary
• Developing Applications with Process Builder
• An overview of Process Builder
• Business problems
• Browser requirements for using Process Builder
• 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 - auto create 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 version
• 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 an Approval Process
• Hands on 8 - calling a Flow from Process Builder
• A few points to remember
• Exercises
• Summary
• Building Efficient and Performance Optimized Processes
• An overview of process management
• Using Audit Trail to track setup changes in a Process or a Flow
• Hands on 1 - using Workbench to get all the details of a process
• Hands on 2 - using custom labels in Process Builder
• Creating a custom label
• Hands on 3 - using a Quick action to add a record to a Chatter group
• Hands on 4 - calling an Apex class from Process Builder
• Hands on 5 - bypass processes using Custom Permission
• Creating a custom permission
• Hands on 6 - defining additional conditions when updating records
• Hands on 7 - scheduling multiple groups of actions
• Hands on 8 - executing multiple criteria of a process
• Reordering the criteria node in Process Builder
• Hands on 9 - creating reusable processes using invocable process
• Creating a master process to call a invocable process
• A few points to remember
• Exercises
• Summary
• Building Applications without Code
• Distributing or deploying Flows and Processes
• Deploying using Change Sets
• Hands on 1 - creating an unmanaged package
• Hands on 2 - displaying messages after login
• Connecting a Login Flow to a profile
• 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
• Checking time-dependent actions from Flow
• Hands on 6 - using custom metadata types in a Flow
• Launching the Flow from Process Builder
• Hands on 7 - creating scheduled jobs using a Flow
• Hands on 8 - creating a recurring job using a time-dependent workflow and Process Builder
• Hands on 9 - queuing a job for the next day
• A few points to remember
• Exercises
• Summary
• Enabling Flows to Work with Lightning Experience
• Lightning runtime experience for Flows
• Hands on 1 - enabling a Flow in Lightning skin
• Hands on 2 - embedding a Flow into a Lightning App Page
• Hands on 3- enabling Lightning App Pages to Salesforce1 and Lightning Experience users
• Hands on 4 - embedding a Flow into a Lightning Record Page
• Hands on 5 - displaying two columns Flows
• Enabling custom record page for your Lightning Experience users
• Hands on 6 - displaying a two-column Flow through a custom button
• Hands on 7 - redirect Flows that render in Lightning Runtime
• Adding a retURL to custom button
• A few points to remember
• Exercises
• Summary 更新時間：2021-07-09 20:58:23