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Learning Salesforce Visual Workflow and Process Builder

You're reading from   Learning Salesforce Visual Workflow and Process Builder Flows and automation for enhanced business productivity

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Product type Paperback
Published in May 2017
Publisher
ISBN-13 9781787284999
Length 448 pages
Edition 2nd Edition
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Author (1):
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 Gupta Gupta
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Gupta
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Table of Contents (16) Chapters Close

Title Page
Credits
Foreword
About the Author
About the Reviewer
www.PacktPub.com
Customer Feedback
Preface
1. Getting Started with Visual Workflow FREE CHAPTER 2. Creating Flow through Point and Click 3. Manipulating Records in Visual Workflow 4. Debugging and New Ways to Call a Flow 5. Developing Applications with Process Builder 6. Building Efficient and Performance Optimized Processes 7. Building Applications without Code 8. Enabling Flows to Work with Lightning Experience

A few points to remember


The following are some noteworthy points to remember:

  • You can’t evaluate the next criteria if a criteria group contains scheduled actions.
  •  DML operation on a setup object is not permitted after you have updated a non-setup object (or vice versa). If you want to do that, then use time-dependent action. Here, you can find the list of setup objects in Salesforce at https://developer.salesforce.com/docs/atlas.en-us.api_tooling.meta/api_tooling/reference_objects_setup.htm.
  • Activating this process automatically deactivates any other active version. The deactivated version will be available in your version history.
  • Actions are executed in the order in which they appear in Process Builder.
  • Only active invocable processes are available to select under action processes. 
  • Avoid creating an infinite loop when allowing your process to reevaluate records multiple times in a transaction. For example, if your process checks whether an opportunity description changes and then updates...
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