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13 Cards in this Set

  • Front
  • Back

Visual Workflows

Automate complex business processes:


- Combine one or more forms, business rules, and backend API calls


- writing code not required

Visual workflows

- build flows to navigate user thru a series of screens


- can create branches and flows based on user input


- execute logic in a flow, e.g. calc complex formula


- query and update SF data, such as creating new contact record




- set up - create - workflows and approvals - flows (need Manage force.com flow to create and edit)

Key components to create a flow

- Elements


are building blocks of flows


represent actions


connect with other elements to create series of screens


define inputs and outputs on these screens




- resources


Store and manipulate data


after define resource, you can use it anywhere in a flow


- example: variables, constants and formulas





Operations required to create a flow

Adding Resources


Adding and Defining Elements


Setting the Start Element


Connecting the Elements

Adding Resources

Create a resource


- by double clicking on the resource from the resources tab or


- by defining an element

Adding and Defining Elements

Add and define elements by dragging them from the palette tab and dropping them on the flow



Setting the start element

You must set an element as a start element


If start element is not set, you will receive an alert on saving the flow


To set, hover over element and selecting set as start element

Connecting the elements

you connect elements together to create the sequence of the flow

Flow Verisons

You can make modification or additions to a flow by creating multiple versions of a flow


only one version can be active at a time

Displaying Faults for data elements


Faults are:

- Are exceptions that can happen during the processing of a flow


- They can occur when a flow tries to look up, create, update or delete a record


- by default you get an unhandled fault message, but you can create a screen element to display the actual error rather than the unhandled fault message

Deploying a flow

Custom Buttons


Custom Links


VF pages

How many versions of a flow can be active at one time?

One

What are the different ways a flow can be deployed?

Custom button


Custom link


VF page