Learning Salesforce Visual Workflow

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Learning Salesforce Visual Workflow And Process Builder Second Edition

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Author : Rakesh Gupta
language : en
Publisher:
Release Date : 2017-05-18

Learning Salesforce Visual Workflow And Process Builder Second Edition written by Rakesh Gupta and has been published by this book supported file pdf, txt, epub, kindle and other format this book has been release on 2017-05-18 with Computers categories.

Click your way to automating various business processes using Salesforce Visual WorkflowAbout This Book* Develop an application using Point and Click with the help of Flow* Get to grips with various ways to launch a Flow* Capture data from an external user without using the Visualforce page* Save user input into the database, and learn how to query and manipulate the data* Discover various ways to debug and deploy Flow and Process Builder* Understand the concepts of Subflow and Login Flow* Handle complex business processes using Process builder and keep them clean* Use existing or new Flows to work with Salesforce Lightning Experience.Who This Book Is ForThis book is intended for those who want to use Flows to automate their business requirements by clicking, not coding. No previous experience in computer coding or programming is required.What You Will Learn* Develop an application using point and click with the help of Flow* Get to grips with various ways to launch a Flow* Capture data from an external user without using the Visualforce page* Save user input into the database, and learn how to query and manipulate the data* Discover various ways to debug and deploy Flow and Process Builder* Understand the concepts of Subflow and Login Flow* Handle complex business processes using Process builder and keep them clean* Use existing or new Flows to work with Salesforce Lightning Experience.In DetailSalesforce Management System is an information system used in CRM to automate the business processes like sales and marketing. To implement this, Force.com developed a powerful tool called Visual Workflow to automate business processes by creating applications also called Flows.Learning Salesforce Visual Workflow, Second Edition is a practical guide on Flows that will enable you to develop custom applications in Salesforce with minimized code usage.The book starts with an introduction to Visual Workflows that teaches all the building blocks of creating Flows and use it efficiently. You will learn how to easily automate business processes and tackle complex business scenarios using Flows. The book explains the working of the Process Builder so you can create reusable processes. The book also covers how you can integrate existing or newly created Flows with the Salesforce Lightening Experience.By the end of the book, you will get a clear understanding on how to use Flows and Process Builder in your organization to optimize code usage.Style and approachStep by step approch to use Process Builder to solve complex business requirements with the help of Flow

Learning Salesforce Visual Workflow

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Author : Rakesh Gupta
language : en
Publisher: Packt Publishing Ltd
Release Date : 2015-04-29

Learning Salesforce Visual Workflow written by Rakesh Gupta and has been published by Packt Publishing Ltd this book supported file pdf, txt, epub, kindle and other format this book has been release on 2015-04-29 with Computers categories.

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.

Learning Salesforce Visual Workflow And Process Builder

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Author : Rakesh Gupta
language : en
Publisher: Packt Publishing Ltd
Release Date : 2017-05-18

Learning Salesforce Visual Workflow And Process Builder written by Rakesh Gupta and has been published by Packt Publishing Ltd this book supported file pdf, txt, epub, kindle and other format this book has been release on 2017-05-18 with Computers categories.

Click your way to automating various business processes using Salesforce Visual Workflow About This Book Develop an application using Point and Click with the help of Flow Get to grips with various ways to launch a Flow Capture data from an external user without using the Visualforce page Save user input into the database, and learn how to query and manipulate the data Discover various ways to debug and deploy Flow and Process Builder Understand the concepts of Subflow and Login Flow Handle complex business processes using Process builder and keep them clean Use existing or new Flows to work with Salesforce Lightning Experience. Who This Book Is For This book is intended for those who want to use Flows to automate their business requirements by clicking, not coding. No previous experience in computer coding or programming is required What You Will Learn Develop an application using point and click with the help of Flow Get to grips with various ways to launch a Flow Capture data from an external user without using the Visualforce page Save user input into the database, and learn how to query and manipulate the data Discover various ways to debug and deploy Flow and Process Builder Understand the concepts of Subflow and Login Flow Handle complex business processes using Process builder and keep them clean Use existing or new Flows to work with Salesforce Lightning Experience. In Detail Salesforce Management System is an information system used in CRM to automate the business processes like sales and marketing. To implement this, Force.com developed a powerful tool called Visual Workflow to automate business processes by creating applications also called Flows. Learning Salesforce Visual Workflow, Second Edition is a practical guide on Flows that will enable you to develop custom applications in Salesforce with minimized code usage. The book starts with an introduction to Visual Workflows that teaches all the building blocks of creating Flows and use it efficiently. You will learn how to easily automate business processes and tackle complex business scenarios using Flows. The book explains the working of the Process Builder so you can create reusable processes. The book also covers how you can integrate existing or newly created Flows with the Salesforce Lightening Experience. By the end of the book, you will get a clear understanding on how to use Flows and Process Builder in your organization to optimize code usage. Style and approach Step by step approch to use Process Builder to solve complex business requirements with the help of Flow

Learning Salesforce Visual Workflow

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Author : Rākeśagupta
language : en
Publisher:
Release Date : 2015

Learning Salesforce Visual Workflow written by Rākeśagupta and has been published by this book supported file pdf, txt, epub, kindle and other format this book has been release on 2015 with Customer relations categories.

Click your way to automating your various business processes using Salesforce Visual Workflow In Detail Salesforce Management System is an information system used in CRM to automate the business processes like sales and marketing. Visual Workflow is a powerful tool developed by Force.com to automate business processes by creating applications (also called Flows). Learning Salesforce Visual Workflow starts from the introduction of Flows that will enable you to know all the building blocks that are required for Flows. You will also learn how to use Process Builder to solve complex business requirements with the help of Flow. Everything is explained in this book using more than 40 real-time business use cases, and towards the end of the book, you will get a clear idea and knowledge on how you can use Flows and Process Builder in your organization to optimize code usage. What You Will Learn Develop an application using point and click with help of Flow Get to grips with various ways to launch a Flow Capture the data from an external user without using the Visualforce page Change the Flow UI using CSS Save the user input into the database, and learn how to query and manipulate the data Discover various ways to debug and deploy the Flow and Process Builder Understand the concepts of Subflow and Login Flow Build applications without code Downloading the example code for this book. You can download the example code files for all Packt books you have purchased from your account at http://www.PacktPub.com. If you purchased this book elsewhere, you can visit http://www.PacktPub.com/support and register to have the files e-mailed directly to you.

Salesforce Lightning Application Development Essentials

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Author : Mike Topalovich
language : en
Publisher:
Release Date : 2017-08-31

Salesforce Lightning Application Development Essentials written by Mike Topalovich and has been published by this book supported file pdf, txt, epub, kindle and other format this book has been release on 2017-08-31 with categories.

Build, design, and style beautiful and informative applications on the Salesforce platformAbout This Book* This practical, hands-on guide will help you to build a multi-platform application from scratch* Make use of JavaScript, HTML, and CSS to build custom components* Create apps visually using the Lightning componentWho This Book Is ForThis book is for existing Visualforce developers who are looking to gain hands-on experience with the new Lightning Experience to build classy Salesforce applications fast. A basic knowledge of HTML, CSS, and JavaScript will help you get through more advanced parts of the book.What you will learn* Understand the vision for a unified Salesforce experience across all devices* Understand the Lightning Component Framework Architecture* See how to build Lightning Components* Know how to style Lightning Components using the Salesforce Lighting Design System* View and edit Salesforce data from Lightning using Apex controllers* Build Lightning Pages using Lightning App Builder* See the Surface Lightning Components in Lightning Experience, Salesforce1, and Salesforce ClassicIn DetailBuilt on the Salesforce App Cloud, the new Lightning Experience combines the three major components: Lightning Design System, Lightning App Builder, and Lightning Components. This book will enable you to quickly and easily create beautiful, modern, enterprise apps with Lightning.We begin by introducing you to the Lightning platform and the three components. You'll understand the vision of a unified Salesforce experience across all browsers and devices with Lightning. You'll work with standard components and build a basic layout for the application, after which you'll learn how to create more advanced custom components using the Lightning Component framework.You'll make use of good old JavaScript to perform client-side rendering on the DOM. Then you'll modify the components to make beautiful UIs for multiple platforms that will fill your app with informative dashboards and make them look professional. Finally, you'll use the Design System to work with Salesforce data and lay out the entire page/application with the components you've built, before testing and debugging your code.

Mastering Salesforce Crm Administration

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Author : Rakesh Gupta
language : en
Publisher: Packt Publishing Ltd
Release Date : 2017-03-27

Mastering Salesforce Crm Administration written by Rakesh Gupta and has been published by Packt Publishing Ltd this book supported file pdf, txt, epub, kindle and other format this book has been release on 2017-03-27 with Computers categories.

Learn about the Advanced Administration Certification Examination and build a successful career in Salesforce administration About This Book Build your skills and knowledge to crack the Advanced Admin Certification Examination Leverage the advanced administration capabilities of Salesforce and Salesforce1 Optimize and extend Sales Cloud and Service Cloud applications Who This Book Is For This book is written for Salesforce admins who are looking to gain an in-depth knowledge of the Salesforce platform and grow their value in their organization. It will teach them to implement and design advanced business process automation for the benefit of their organization. What You Will Learn Adopt Lightning Experience to improve the productivity of your organization's sales team Create and maintain service entitlements and entitlement processes Process Builder basic and advanced concepts Different ways to deploy applications between environments Best practices for improving and enriching data quality In Detail The book starts by refreshing your knowledge of common admin tasks. You will go over Lightning Experience and various security aspects. You will be shown how to implement territory management in your organization and make use of custom objects. From here, the book progresses to advanced configuration, data management, and data analytics before swiftly moving on to setting up advanced organization-wide features that affect the look and feel of the application. Extend the capabilities of your organization's Salesforce implementation by optimizing and extending Sales Cloud, Salesforce1, and Service Cloud applications. This guide will equip you with the tools you need to build a successful career in Salesforce. Style and approach The book takes a straightforward, no-nonsense approach to working with the Salesforce CRM platform. It is filled with examples, advanced use cases, and all the resources you need to be a Salesforce Jedi.

Salesforce Com Lightning Process Builder And Visual Workflow

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Author : Jonathan Keel
language : en
Publisher: Apress
Release Date : 2016-11-25

Salesforce Com Lightning Process Builder And Visual Workflow written by Jonathan Keel and has been published by Apress this book supported file pdf, txt, epub, kindle and other format this book has been release on 2016-11-25 with Computers categories.

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.

Learning Force Com Application Development

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Author : Chamil Madusanka
language : en
Publisher: Packt Publishing Ltd
Release Date : 2015-04-27

Learning Force Com Application Development written by Chamil Madusanka and has been published by Packt Publishing Ltd this book supported file pdf, txt, epub, kindle and other format this book has been release on 2015-04-27 with Computers categories.

If you are a developer who wants to learn how to develop and deploy applications from the Salesforce.com platform, then this book is for you. No prior knowledge of Salesforce is necessary.

Learn Salesforce Lightning

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Author : Felicia Duarte
language : en
Publisher: Apress
Release Date : 2017-12-20

Learn Salesforce Lightning written by Felicia Duarte and has been published by Apress this book supported file pdf, txt, epub, kindle and other format this book has been release on 2017-12-20 with Computers categories.

Refer to this invaluable how-to guide for basic training on Salesforce Lightning. Salespeople and technical users and consultants will no longer have to resort to learning the interface on their own, which is very time consuming. Learn Salesforce Lightning is a step-by-step visual guide that offers immediate and valuable solutions to the new set of UI tools included in Lightning. With chapters broken down into easily absorbed topics, you walk through the entire process of managing your daily activities within Salesforce, as well as basic customizations and system management. The book explains the primary use cases for Lighting, and simplifies some of the more complex features, such as opportunity stage management and the new dashboard builder. Topics covered include: Sales and service management Lightning Apps on the AppExchange Lightning dashboards and reports Lightning security LightningProcess Builder and more What You’ll Learn Navigate the Salesforce Lightning interface Know where to go in the setup area to make customizations Create dynamic reports and dashboards View Lightning on a mobile device Train other users on common day-to-day activities within Lightning Who This Book Is for Salespeople, managers, and executives who are currently evaluating Salesforce.com, who recently purchased a license with Salesforce.com, or recently upgraded to the Lightning user interface. This book is also for Salesforce administrators, consultants, project managers, and technical users looking for basic training on Salesforce Lightning.

Mastering Application Development With Force Com

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Author : Kevin J. Poorman
language : en
Publisher: Packt Publishing Ltd
Release Date : 2016-01-28

Mastering Application Development With Force Com written by Kevin J. Poorman and has been published by Packt Publishing Ltd this book supported file pdf, txt, epub, kindle and other format this book has been release on 2016-01-28 with Computers categories.

Design and develop state-of-the-art applications using Force.com's powerful development platform About This Book Flaunt your skillsets by developing complex applications that include demanding concepts such as triggers, Visualforce controllers, batch jobs, and Lightning components Earn the gratitude of your colleagues by structuring a project so that multiple developers can work independently of each other Kevin Poorman, the author of the book and a Force.com MVP, shares his years of Force.com knowledge and experience with you through the medium of telling examples Who This Book Is For If you're a Force.com developer with a fundamental understanding of Apex and JavaScript but now want to enhance your skills with tips, tricks, and guidance on the best architectural and engineering practices, then this book is for you. What You Will Learn Creating triggers, and the best practices for writing them Developing a number of Visualforce controllers and extensions Integrating third-party web APIs into your Apex code Writing unit tests that cover testing bulk safety, user and profile settings, and negative tests Creating a Lightning component for use in Salesforce1 Getting acquainted with various methods for deploying metadata between orgs Using the Rest sObject API for access to Salesforce objects and data using the REST methodology Learning about overarching architectural considerations such as naming conventions, testing practices, and data modeling practices In Detail Force.com is an extremely powerful, scalable, and secure cloud platform, delivering a complete technology stack, ranging from databases and security to workflow and the user interface. With salesforce.com's Force.com cloud platform, you can build any business application and run it on your servers. The book will help you enhance your skillset and develop complex applications using Force.com. It gets you started with a quick refresher of Force.com's development tools and methodologies, and moves to an in-depth discussion of triggers, bulkification, DML order of operations, and trigger frameworks. Next, you will learn to use batchable and schedulable interfaces to process massive amounts of information asynchronously. You will also be introduced to Salesforce Lightning and cover components—including backend (apex) controllers, frontend (JavaScript) controllers, events, and attributes—in detail. Moving on, the book will focus on testing various apex components: what to test, when to write the tests, and—most importantly—how to test. Next, you will develop a changeset and use it to migrate your code from one org to another, and learn what other tools are out there for deploying metadata. You will also use command-line tools to authenticate and access the Force.com Rest sObject API and the Bulk sObject API; additionally, you will write a custom Rest endpoint, and learn how to structure a project so that multiple developers can work independently of each other without causing metadata conflicts. Finally, you will take an in-depth look at the overarching best practices for architecture (structure) and engineering (code) applications on the Force.com platform. Style and approach A step-by-step tutorial, with plenty of tips and tricks that will help you develop complex Force.com applications.