Overview
Teaches how Lightning Process Builder and Visual Workflow can automate extremely complex business processes that are typically only created with code
An essential do-it-yourself guide for Salesforce administrators who do not have developers or consultants on staff
Details how to take these technologies beyond their everyday use to create logic that is normally the domain of Visualforce and Apex developers and put it in the hands of Salesforce administrators
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Table of contents (13 chapters)
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Front Matter
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Back Matter
Keywords
About this book
Learn how to build logic into your apps by configuring Salesforce.com Lightning Process Builder and Visual Workflow software tools to meet the needs of your organization without the use of code. You will be able to build workflow diagrams on the Salesforce.com platform and perform complex logic. Individuals who have created workflow diagrams in other applications (e.g., Microsoft Visio) will feel very comfortable using these two tools from Salesforce.
If you find yourself in a situation where a standard Salesforce configuration does not meet your needs, you can always rely on a developer to extend the functionality through Visualforce and Apex code. 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.Lightning Process Builder and Visual workflow both allow for advanced logic that standard configuration such as Salesforce.com Workflow cannot do. Salesforce.com Lightning 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.
- Automatically submit approvals to speed up and streamline your business.
- Update related records for any object being modified, including standard and custom objects.
Authors and Affiliations
About the author
JONATHAN KEEL runs 6 Street Technologies, a consulting company specializing in Salesforce.com development and integration. Since founding the company, he has helped many clients realize the full potential of Salesforce.com and the Force.com platform, including AppExchange and mobile application development.
Jonathan is a Salesforce.com Certified Force.com Developer and has more than 14 years of experience delivering web applications using many technologies including Visualforce/Apex, Java, C#, PHP, HTML, JavaScript, and CSS. He has worked in many industries (e.g., retail, education, and finance).
Jonathan lives in San Antonio, Texas, and can be reached at jonathan.keel@6st.co.
Bibliographic Information
Book Title: Salesforce.com Lightning Process Builder and Visual Workflow
Book Subtitle: A Practical Guide to Model-Driven Development on the Force.com Platform
Authors: Jonathan Keel
DOI: https://doi.org/10.1007/978-1-4842-1691-0
Publisher: Apress Berkeley, CA
eBook Packages: Professional and Applied Computing, Professional and Applied Computing (R0), Apress Access Books
Copyright Information: Jonathan Keel 2016
Softcover ISBN: 978-1-4842-1690-3Published: 30 November 2016
eBook ISBN: 978-1-4842-1691-0Published: 25 November 2016
Edition Number: 1
Number of Pages: XXI, 357
Number of Illustrations: 19 b/w illustrations, 289 illustrations in colour
Topics: Computer Applications, Programming Techniques, Information Systems Applications (incl. Internet)