Salesforce.com Lightning Process Builder and Visual Workflow: A Practical Guide to Model-Driven Development on the Force.com Platform PDF
Preview Salesforce.com Lightning Process Builder and Visual Workflow: A Practical Guide to Model-Driven Development on the Force.com Platform
Salesforce.com Lightning Process Builder and Visual Workflow A Practical Guide to Model-Driven Development on the Force.com Platform — Jonathan Keel Salesforce.com Lightning Process Builder and Visual Workflow A Practical Guide to Model-Driven Development on the Force.com Platform Jonathan Keel Salesforce.com Lightning Process Builder and Visual Workflow: A Practical Guide to Model-Driven Development on the Force.com Platform Jonathan Keel San Antonio, Texas, USA ISBN-13 (pbk): 978-1-4842-1690-3 ISBN-13 (electronic): 978-1-4842-1691-0 DOI 10.1007/978-1-4842-1691-0 Library of Congress Control Number: 2016960575 Copyright © 2016 by Jonathan Keel This work is subject to copyright. 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Managing Director: Welmoed Spahr Acquisitions Editor: Susan McDermott Developmental Editor: Laura Berendson Technical Reviewers: Philip Weinmeister, James Loghry Editorial Board: Steve Anglin, Pramila Balen, Laura Berendson, Aaron Black, Louise Corrigan, Jonathan Gennick, Robert Hutchinson, Celestin Suresh John, Nikhil Karkal, James Markham, Susan McDermott, Matthew Moodie, Natalie Pao, Gwenan Spearing Coordinating Editor: Rita Fernando Copy Editor: Lori Jacobs Compositor: SPi Global Indexer: SPi Global Cover Image: Designed by Freepik.com Distributed to the book trade worldwide by Springer Science+Business Media New York, 233 Spring Street, 6th Floor, New York, NY 10013. Phone 1-800-SPRINGER, fax (201) 348-4505, e-mail [email protected] , or visit w ww.springer.com . Apress Media, LLC is a California LLC and the sole member (owner) is Springer Science + Business Media Finance Inc (SSBM Finance Inc). SSBM Finance Inc is a Delaware corporation. 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Contents at a Glance About the Author ...................................................................................................xiii About the Technical Reviewers ...............................................................................xv Acknowledgments .................................................................................................xvii Introduction ............................................................................................................xix ■ Chapter 1: A History of Workfl ow and Graphical Development .............................1 ■ Chapter 2: Visual Workfl ow Basics .....................................................................17 ■ Chapter 3: First Flow ...........................................................................................71 ■ Chapter 4: Creating a Wizard ...............................................................................89 ■ Chapter 5: Salesforce Data and Loops ...............................................................131 ■ Chapter 6: Call Center Application ....................................................................167 ■ Chapter 7: Lightning Process Builder Basics ....................................................199 ■ Chapter 8: Cross-Object Updates with Lightning Process Builder ....................215 ■ Chapter 9: Approval Process with Lightning Process Builder ...........................245 ■ Chapter 10: Calling Autolaunched Flows ...........................................................273 ■ Chapter 11: Notifi cations with Lightning Process Builder .................................289 ■ Chapter 12: Extend Visual Workfl ow and Lightning Process Builder with Apex ..........................................................................................................309 ■ Chapter 13: Production Deployment—Giving the People What They Want! ......335 Index .....................................................................................................................353 v Contents About the Author ...................................................................................................xiii About the Technical Reviewers ...............................................................................xv Acknowledgments .................................................................................................xvii Introduction ............................................................................................................xix ■ Chapter 1: A History of Workfl ow and Graphical Development .............................1 Getting Some Logic with Workfl ow ..................................................................................2 From Code to Workfl ow Rule ..................................................................................................................3 Documenting Processes .........................................................................................................................7 Graphical Development ....................................................................................................9 The Birth of Datafl ow Programming .......................................................................................................9 Enter Visual Workfl ow .....................................................................................................10 Next Up . . . Lightning Process Builder ...........................................................................14 Recap .............................................................................................................................16 ■ Chapter 2: Visual Workfl ow Basics .....................................................................17 High-Level Concepts of Visual Workfl ow ........................................................................17 What Is a Flow? ....................................................................................................................................18 When to Use Visual Workfl ow vs. Workfl ow ..........................................................................................19 Visual Workfl ow Strengths and Limitations ..........................................................................................21 Intro to Cloud Flow Designer ..........................................................................................23 Anatomy of Cloud Flow Designer ..........................................................................................................24 Flow Elements ......................................................................................................................................30 Flow Resources ....................................................................................................................................55 Recap .............................................................................................................................69 vii ■ CONTENTS ■ Chapter 3: First Flow ...........................................................................................71 Create That Flow! ...........................................................................................................71 Requirements .......................................................................................................................................72 Dragging and Dropping .........................................................................................................................73 Screen Element Confi guration ..............................................................................................................77 Adding an Input Field ............................................................................................................................81 Recap .............................................................................................................................87 ■ Chapter 4: Creating a Wizard ...............................................................................89 From Business Objective to Design ...............................................................................89 So What Are the Requirements? ...........................................................................................................90 From Requirements to Design ..............................................................................................................92 Building the Wizard ........................................................................................................94 Account Type Screen ............................................................................................................................96 Address Screen ....................................................................................................................................99 Phone Numbers Screen ......................................................................................................................102 SSN/Tax ID Screen ..............................................................................................................................104 Money Market or Savings Account? ...................................................................................................106 Money Market Account Terms Screen ................................................................................................108 Money Market Review Screen ............................................................................................................112 Checking Account Number Screen .....................................................................................................115 Is Interest High? Decision ...................................................................................................................117 Assignments .......................................................................................................................................119 Personal Savings Review Screen .......................................................................................................122 Save It, Run It! ....................................................................................................................................126 Recap ...........................................................................................................................129 ■ Chapter 5: Salesforce Data and Loops ...............................................................131 Collections and Loops ..................................................................................................131 Riding on the Loop .......................................................................................................132 Looping Story and Requirements .......................................................................................................133 Designing the Loop .............................................................................................................................134 viii ■ CONTENTS Implementing the Loop ................................................................................................136 Data Lookups ...............................................................................................................137 Record Lookup ....................................................................................................................................137 Fast Lookup ........................................................................................................................................140 Adding the Fast Lookup to the Flow ...................................................................................................142 Account Loop ................................................................................................................145 Defi ning the Body ...............................................................................................................................148 Assignment ..................................................................................................................153 Updating Records .........................................................................................................158 Fast Update ........................................................................................................................................159 Record Update ....................................................................................................................................159 Run the Flow ................................................................................................................163 Recap ...........................................................................................................................166 ■ Chapter 6: Call Center Application ....................................................................167 What Is a Call Center App? ...........................................................................................167 Designing the App ........................................................................................................169 Onto the Flow Design .........................................................................................................................170 Implementation ............................................................................................................172 Call Center Transfer Subfl ow ..............................................................................................................176 Call Center Flow .................................................................................................................................186 The Main Flow ....................................................................................................................................192 Done, Done, and Wait There’s More ..............................................................................196 Adding a fl ow to a Visualforce Page ...................................................................................................197 Recap ...........................................................................................................................198 ■ Chapter 7: Lightning Process Builder Basics ....................................................199 What Exactly Is a Process? ..........................................................................................199 The Anatomy of a Process ..................................................................................................................200 Lightning Process Builder User Interface ..........................................................................................204 ix ■ CONTENTS When to Use Lightning Process Builder vs. Salesforce Workfl ow ................................207 Conditional Statements (If-Then Logic) ..............................................................................................208 Graphical Development ......................................................................................................................208 Time-Based actions ............................................................................................................................208 Call Apex Code ....................................................................................................................................209 Create Records ...................................................................................................................................209 Delete Records ...................................................................................................................................210 Update Records ..................................................................................................................................210 Launch Flows......................................................................................................................................210 Post to Chatter ....................................................................................................................................210 Send E-mail Alerts ..............................................................................................................................211 Send Outbound Messages (Without Code) .........................................................................................211 Submit for Approval ............................................................................................................................211 Strengths and Weaknesses of Lightning Process Builder ............................................211 Strengths of Lightning Process Builder ..............................................................................................211 Weaknesses of Lightning Process Builder ..........................................................................................212 Recap ...........................................................................................................................213 ■ Chapter 8: Cross-Object Updates with Lightning Process Builder ....................215 The Business Case .......................................................................................................215 Set Account At Risk from Case Process .......................................................................217 First Criterion–Is SLA in Violation? ...............................................................................220 Second Criterion–Is Account At Risk? ..........................................................................234 Recap ...........................................................................................................................244 ■ Chapter 9: Approval Process with Lightning Process Builder ...........................245 Approval Processes ......................................................................................................245 Manually Submitted Approvals ...........................................................................................................246 Automatically Submitted Approvals ....................................................................................................247 Approval Process Using Lightning Process Builder ......................................................248 The Parts Used for Approvals .............................................................................................................249 The Business Case .............................................................................................................................253 x ■ CONTENTS The Design ..........................................................................................................................................254 First Set up the Approval Process .......................................................................................................256 Finishing with Lightning Process Builder ...........................................................................................263 Recap ...........................................................................................................................272 ■ Chapter 10: Calling Autolaunched Flows ...........................................................273 Introducing Even More Flow Types ...............................................................................273 Standard Flow Types ..........................................................................................................................274 Other Flow Types ................................................................................................................................274 Autolaunched Flow from Lightning Process Builder ....................................................275 The Flows Action Type ........................................................................................................................276 Figuring Out Requirements and Design ..............................................................................................278 Building the Flow ................................................................................................................................279 Calling the Flow ..................................................................................................................................282 Recap ...........................................................................................................................288 ■ Chapter 11: Notifi cations with Lightning Process Builder .................................289 Types of Notifi cations ...................................................................................................289 E-mail Alerts .......................................................................................................................................290 Chatter Posts ......................................................................................................................................290 Notifi cation Deep Dive ..................................................................................................291 E-mail Alerts Confi guration Details .....................................................................................................291 Post to Chatter Confi guration Details .................................................................................................293 Add Notifi cations to an Existing Process ......................................................................297 Adding the Post to Chatter ..................................................................................................................299 Adding an E-mail Alert ........................................................................................................................301 Recap ...........................................................................................................................307 ■ Chapter 12: Extend Visual Workfl ow and Lightning Process Builder with Apex ..........................................................................................................309 What Is Apex? ...............................................................................................................309 Calling Apex from a Flow ..............................................................................................312 Example: Generate Random Number ...........................................................................314 xi
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