Learning Salesforce Visual Workflow and Process Builder(Second Edition)
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Creating Flow through Point and Click

In the previous chapter, we gave you an overview of Visual Workflow. We discussed the benefits of using Visual Workflow and the system requirements for it. You learned various ways to invoke the Flow. In this chapter, you will see how easily you can create user interaction screens without Visualforce and complex process automation without Apex. This chapter mainly focuses on the design of Visual Workflow using various components. The following topics will be covered in this chapter:

  • Creating the building blocks of the Flow:
    • Creating a variable
    • Creating a Collection variable
    • Creating an SObject variable
    • Creating an SObject Collection variable
  • Allowing users to pause Flows
  • Designing the Flow: In this topic, we will cover:
    • Displaying the logged-in user ID
    • Real estate commission calculator
    • Displaying feedback forms based on conditions
    • Displaying related records based on search functionality            

Till the Chapter 4, Debugging and New Ways to Call a Flow, we will use the Salesforce Classic user interface to display Visual Workflow output. In this book, we have dedicated Chapter 8, Enabling Flows to Work with Lightning Experience, to discuss Lightning Experience for Visual Workflow.