Learning Salesforce Visual Workflow And Process Builder

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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 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 : 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.

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 Process Builder Quick Start Guide

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Author : Rakesh Gupta
language : en
Publisher: Packt Publishing Ltd
Release Date : 2018-07-24

Salesforce Process Builder Quick Start Guide 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 2018-07-24 with Computers categories.

Click your way to automating business processes with Salesforce Visual Workflow Key Features Create and maintain complex business processes using Process builder Discover how to debug and deploy Flow and Process Builder Use new or existing Flows to work with Salesforce Lightning Experience Book Description Salesforce Management System is an information system used in CRM to automate business processes, such as sales and marketing. Process Builder is a visual tool created to automate business processes in Salesforce. It enables users with no coding expertise to build complex Salesforce workflows. The book starts with an introduction to Process Builder, focussing on the building blocks of creating Processes. Then you will learn about different applications of Process Builder for developing streamlined solutions. You will learn how to easily automate business processes and tackle complex business scenarios using Processes. The book explains the workings of the Process Builder so that you can create reusable processes. It also explains how you can migrate existing Workflow Rules to Process Builder. By the end of the book, you will have a clear understanding of how to use Flows and Process Builder to optimize code usage. What you will learn Develop an application using point and click with the help of Process Builder Bypass Processes for specific users Understand the concepts of reusable processes Handle complex business processes using Process Builder and keep them clean Work with formulae in Process Builder to minimize the code required Create a process with no criteria so as to minimize the amount of rework Overcome Salesforce's known limitation in terms of referencing picklist values Who this book is for This book is for people who want to use Process Builder to automate their business requirements by clicking, not coding. A basic understanding of Salesforce is required, but not extensive programming knowledge.

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.

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.

Effortless App Development With Oracle Visual Builder

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Author : Ankur Jain
language : en
Publisher: Packt Publishing Ltd
Release Date : 2021-03-26

Effortless App Development With Oracle Visual Builder written by Ankur Jain 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 2021-03-26 with Computers categories.

Build web and mobile apps quickly with Oracle Visual Builder and delve into real-time end-to-end use cases, exploring best practices, recommendations, security, and debugging techniques Key FeaturesExecute various real-time use cases and develop web and mobile applications quicklyEnhance your skills by extending Oracle and non-Oracle SaaS applications using VBGain the knowledge needed to take on projects directly and work independentlyBook Description Organizations are moving their applications, data, and processes to the cloud to reduce application costs, effort, and maintenance. However, adopting new technology poses challenges for developers, solutions architects, and designers due to a lack of knowledge and appropriate practical training resources. This book helps you get to grips with Oracle Visual Builder (VB) and enables you to quickly develop web and mobile applications and deploy them to production without hassle. This book will provide you with a solid understanding of VB so that you can adopt it at a faster pace and start building applications right away. After working with real-time examples to learn about VB, you'll discover how to design, develop, and deploy web and mobile applications quickly. You'll cover all the VB components in-depth, including web and mobile application development, business objects, and service connections. In order to use all these components, you'll also explore best practices, security, and recommendations, which are well explained within the chapters. Finally, this book will help you gain the knowledge you need to enhance the performance of an application before deploying it to production. By the end of this book, you will be able to work independently and deploy your VB applications efficiently and with confidence. What you will learnGet started with VB and explore its architecture and basic building blocksGain a clear understanding of business objects and learn how to manage themCreate service connections to connect to the external API and Oracle SaaSBuild web and mobile apps and run them on various devicesDevelop Oracle Cloud and non-Oracle SaaS app extensionsGet to grips with data and application security using practical examplesExplore best practices along with troubleshooting and debugging mechanismsConnect your VB application with VBS for application versioning using GitWho this book is for This book is for IT professionals working with UI technologies to develop web and mobile applications for various industries. Developers and UI designers who want to understand how to use VB, develop scalable web and mobile applications using drag-and-drop features, and design applications in a better way with the help of real-time example apps and code samples will find this book helpful. Prior experience in any UI technology, JavaScript, and REST APIs will be useful.

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.

Learning Salesforce Einstein

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Author : Mohith Shrivastava
language : en
Publisher: Packt Publishing Ltd
Release Date : 2017-06-28

Learning Salesforce Einstein written by Mohith Shrivastava 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 2017-06-28 with Computers categories.

Incorporate the power of Einstein in your Salesforce application About This Book Make better predictions of your business processes using prediction and predictive modeling Build your own custom models by leveraging PredictionIO on the Heroku platform Integrate Einstein into various cloud services to predict sales, marketing leads, insights into news feeds, and more Who This Book Is For This book is for developers, data scientists, and Salesforce-experienced consultants who want to explore Salesforce Einstein and its current offerings. It assumes some prior experience with the Salesforce platform. What You Will Learn Get introduced to AI and its role in CRM and cloud applications Understand how Einstein works for the sales, service, marketing, community, and commerce clouds Gain a deep understanding of how to use Einstein for the analytics cloud Build predictive apps on Heroku using PredictionIO, and work with Einstein Predictive Vision Services Incorporate Einstein in the IoT cloud Test the accuracy of Einstein through Salesforce reporting and Wave analytics In Detail Dreamforce 16 brought forth the latest addition to the Salesforce platform: an AI tool named Einstein. Einstein promises to provide users of all Salesforce applications with a powerful platform to help them gain deep insights into the data they work on. This book will introduce you to Einstein and help you integrate it into your respective business applications based on the Salesforce platform. We start off with an introduction to AI, then move on to look at how AI can make your CRM and apps smarter. Next, we discuss various out-of-the-box components added to sales, service, marketing, and community clouds from salesforce to add Artificial Intelligence capabilities. Further on, we teach you how to use Heroku, PredictionIO, and the force.com platform, along with Einstein, to build smarter apps. The core chapters focus on developer content and introduce PredictionIO and Salesforce Einstein Vision Services. We explore Einstein Predictive Vision Services, along with analytics cloud, the Einstein Data Discovery product, and IOT core concepts. Throughout the book, we also focus on how Einstein can be integrated into CRM and various clouds such as sales, services, marketing, and communities. By the end of the book, you will be able to embrace and leverage the power of Einstein, incorporating its functions to gain more knowledge. Salesforce developers will be introduced to the world of AI, while data scientists will gain insights into Salesforce's various cloud offerings and how they can use Einstein's capabilities and enhance applications. Style and approach This book takes a straightforward approach to explain Salesforce Einstein and all of its potential applications. Filled with examples, the book presents the facts along with seasoned advice and real-world use cases to ensure you have all the resources you need to incorporate the power of Einstein in your work.