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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?


What are the different ways a flow can be deployed?

Custom button

Custom link

VF page