39,59 €
Learning Salesforce Visual Workflow is intended for those who want to use Flows to automate their business requirements by click not code. Salesforce maintains an incredibly user-friendly interface; no previous experience in computer coding or programming is required.
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Veröffentlichungsjahr: 2015
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First published: April 2015
Production reference: 1240415
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Author
Rakesh Gupta
Reviewers
Chris Edwards
Michael Gill
Jeff May
Commissioning Editor
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Acquisition Editor
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Cover Work
Conidon Miranda
One of the undeniable trends of the 21st century has been "data is king". Our ability to collect and store data is reaching new heights every year. In 2000, companies knew who their customers were and how to contact them by phone, fax, or e-mail. In 2015, we have the technology to not only know who our customers are, but what each customer is doing with our products. Customers can submit feedback and help with requests with the click of a button, and there are "service needed" alerts built into products and equipment in nearly all industries. The "Internet of Things" allows a level of data collection that far exceeds our ability to review and respond.
Successful businesses know that the only thing worse than not knowing what your customers and products need is knowing but not doing anything about it. Data interpretation and response are just as important as collection and analysis. One of the most effective ways to ensure an appropriate and timely response is to let our business technology systems react to the data using the same business rules we would apply if we had the time to review the data ourselves.
This book, Learning Salesforce Visual Workflow, teaches Salesforce administrators how to use the business process automation features available in Salesforce to do just that—detect and react to data as it's being collected by your employees, your customers, and your products. These powerful tools can be configured by admins (no development teams and custom coding needed), maintained by admins, and be quickly modified to meet the ongoing needs of your business.
Salesforce, a leading global business technology platform, knows that the key to their customers' success is the ability to understand and interact with data. With three releases each year, Salesforce consistently adds and enhances features that help maximize the value of each piece of data and customer contact. The Spring '15 release was no exception. Enhancements to Visual Flow and the introduction of the powerful new Process Builder put even complex business process automation into the hands of non-programming system administrators.
The author, Rakesh Gupta, is a long-time veteran of the IT industry and has been part of the evolution, from raw data collection to information analysis. His previous books explain how to collect and share data using the Salesforce platform and also how to report and analyze that data. With this book, Rakesh adds another key piece to the data–to-information cycle: data interpretation and response.
Using the techniques explained in this book, Salesforce administrators will be able to provide truly responsive business processes to their operational teams—putting data in the right format, in front of the right people, and at the right time—all without developing custom code.
Jeff May
Salesforce MVP and Partner @ Miss The Iceberg
Rakesh Gupta is a Salesforce MVP, evangelist, trainer, blogger, and an independent Salesforce consultant. He is from Katihar, Bihar, and lives in Mumbai. He has been working on the Force.com platform since 2011. Currently, he is working as a Salesforce consultant and is a regular contributor to the Salesforce Success Community. He is the coauthor of Developing Applications with Salesforce Chatter and Salesforce.com Customization Handbook, both by Packt Publishing, and he is also a technical reviewer of Learning Force.com Application Development, Packt Publishing. He has written over 70 articles on Flow and Process Builder to show how someone can use them to minimize code usage. He is one of the Flow experts in the industry. He is very passionate about Force.com and shares information through various channels, including his blog at http://rakeshistom.wordpress.com.
He has trained almost 200+ professionals around the globe and conducted corporate trainings. He has 5x certifications in Salesforce. He works on all aspects of Salesforce and is an expert in data migration, integration, configuration, and customization. He is the leader of the Navi Mumbai and Nashik developer user groups in India. He is also the initiator of the Mumbai Salesforce User Group. He organizes meetups at regular intervals for the groups he is part of.
He can be reached at <[email protected]>, or you can follow him on Twitter at @rakeshistom.
I would like to thank my parents, Kedar Nath Gupta and Madhuri Gupta, and my sister, Sarika Gupta, for supporting me in every step of my life. I would like to thank Packt Publishing for giving me this opportunity to share my knowledge via this book. I would also like to thank my friend Meenakshi Kalra for taking care of me while I was writing this book. A special thanks to all my well-wishers and friends. I would also like to thank Jeff May (Salesforce MVP), Chris Edwards (Salesforce MVP), and Michael Gill (Salesforce MVP) for reviewing the book and for providing valuable suggestions.
Chris Edwards is a Salesforce MVP and an experienced system administrator and consultant. He has been working on the Salesforce platform for 5 years and in that time has earned the following certifications: Administrator, Advanced Administrator, Developer, Sales Cloud Consultant, and Service Cloud Consultant. He is an organizer of the London Admin User Group and coauthors the popular blog, http://www.salesforceweek.ly/.
Chris has worked for end users in a variety of industries, and is also a freelance consultant helping businesses to implement, customize, and extend their use of Salesforce.
I'd like to thank my wife, Natalie, for her infinite patience and for keeping our lives on track while I had my head stuck in a laptop.
Michael Gill has spent a decade consulting in Cloud, helping customers adopt and use platforms such as NetSuite and Salesforce.com. He has been focused on Salesforce.com since 2009 and holds these Salesforce certifications: Administrator, Advanced Administrator, Sales Cloud, Service Cloud, and Developer. Michael was awarded Salesforce MVP Winter '15 for his exceptional leadership, knowledge, and ongoing contributions to the ecosystem. He co-writes the highly popular Salesforceweek.ly (http://www.salesforceweek.ly/) blog dedicated to all things Salesforce. He is incredibly active across the Salesforce community, co-organizing the London Salesforce Admin User Group as well as solving problems on the Success Community and developer boards. He has worked with a range of companies and Salesforce platinum partners and is currently working with FireEye on a global Salesforce implementation.
I'd like to give special thanks to my wife, Asha, who has tirelessly continued to supported me throughout my Salesforce journey.
Jeff May is an independent consultant and Salesforce MVP specializing in small business deployments and adoption of Salesforce.com and related business processes. His clients rely on his 25-year software engineering and business background to help them clarify their business goals, identify technology needs, and then design and deploy effective and scalable Salesforce configurations to support those goals. When he's not working with clients, you can find Jeff on the Salesforce Success Community, collaborating with other admins and users. You can learn more about Jeff and his business at http://misstheiceberg.com/.
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We wrote this book for Salesforce developers, administrators, customers, and partners to get started with Salesforce Visual Workflow and Process Builder. Salesforce Management System is an information system used in CRM to automate business processes such as sales and marketing. Visual Workflow is another way to develop applications in Salesforce using click not code. This is a powerful tool developed by Salesforce to automate business processes by creating applications (also called Flows). This book will act as both a reference for the administrator and a configuration guide for the newbie customer who wants to develop applications in Salesforce without code, using Process Builder and Flow.
This book covers all the possible features of Flow and Process Builder in Salesforce. We have used a hands-on approach in a real-time scenario so that you get a full overview of those topics. At the end of every chapter, you will find key points and exercises for practice. Salesforce CRM is a service by Salesforce.com, which is available commercially, but all the material in this book is developed using its Developer Edition. This book covers features till the Spring '15 release.
Chapter 1, Getting Started with Visual Workflow, gives basic knowledge of Salesforce Visual Workflow. We will pick up a few business examples and see how to use a Flow instead of Apex code to solve it, and we will also discuss the benefits of using Salesforce Visual Workflow. We will also have an overview of the Flow canvas and its elements.
Chapter 2, Creating Flow through Point and Click, describes the various variables available in the Flow. We will then proceed towards designing the Flow using the Screen, Wait, Assignment, and Decision elements.
Chapter 3, Manipulating Records in Visual Workflow, discusses the Constant and Text Template in the Flow. We will then proceed towards the manipulation of data using Record elements, and we will also see how to send an e-mail from the Flow. We will also cover various ways to access the Flow.
Chapter 4, Debugging and New Ways to Call a Flow, serves as the climax to the book, where you will gain knowledge of how to debug and launch a Flow. We will also cover various ways to set the Flow variable using Visualforce pages and Apex.
Chapter 5, Developing Applications with Process Builder, enables you to gain a complete understanding of the Process Builder designer and all available actions inside it.
Chapter 6, Building Applications without Code, gives you the enough idea how you can develop complex applications using Flow. We will also cover key elements such as Login Flow, using the Wait element in the Flow. We will also cover how you can use custom settings in the Flow and create a scheduled job that will run on a daily basis.
Visual Workflow is available in Enterprise, Performance, Unlimited, and Developer Editions. The requirements are as follows:
The book is written for anyone who is a newbie or an experienced professional in the Salesforce arena and wants to learn about or explore the various tools available in Salesforce to automate business processes by using click not code.
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There are certain benefits of using Visual Workflow. They are as follows:
Visual Workflow are available for Enterprise, Performance, Unlimited, and Developer Editions. You can access Flow on any platform. The requirements are as follows:
The Cloud Flow Designer is a tool to create Flows, configure screens, and define business logic for your Flows without writing a single line of code. Visual Workflow has three different parts, these are as follows:
The Cloud Flow Designer is a tool that allows you to implement business requirements by constructing Flows (without any code); this is a way to collect, update, edit, and create data in Salesforce. The Cloud Flow Designer user interface has different functional parts.
These functional parts are as follows: