Salesforce.com Lightning Process Builder and Visual Workflow

Chapter 1: Introduction Chapter Goal: Explain to the reader what they will learn in this book, how it will help them, and who the book is for. This chapter will also go into the history of the types of tools Salesforce.com had before, their limitations, and how these new tools came to be what they are today. 1. Explain what this book is about 2. Discuss existing SFDC admin tools before Process Builder and Visual Workflow (workflow rules, approval process, formula fields, email alerts, outbound messages) 3. Discuss the history of how Visual Workflow and what it does 4. Discuss the history of Process Builder and what it does Chapter 2: Visual Workflow Basics Chapter Goal: Provide the reader with high-level concepts of Visual Workflow and the tool used to create Visual Workflows called Cloud Flow Designer. 1. High Level Concepts 2. Intro to Cloud Flow Designer 3. Flow Elements 4. Flow Resources Chapter 3: First Flow - Simple Input then Output Chapter Goal: Guide the reader on how to create a simple flow with just two screens that take input and then show that same i nput on an output screen without any data manipulation. 1. Create the first flow 2. Create a welcome screen 3. Create an input form screen 4. Create an output screen 5. Test run the flow Chapter 4: Wizard Flow - Input, Decision/Outcomes, then Output Chapter Goal: Guide the reader on how to create a wizard interface (different screens based on input) in flow 1. Create the flow 2. Create a welcome screen 3. Create an input form screen 4. Create a decision 5. Create the outcomes for the decision 6. Create an output screen 7. Test run the flow Chapter 5: Loops in Flow - Input, Looping through data, Decisions/Outcomes, then Output Chapter Goal: Guide the reader on how to loop through records and act on them in a flow 1. Create the flow 2. Create a welcome screen 3. Create an input form screen 4. Retrieve data 5. Loop through data 6. Create a decision 7. Create the outcomes for the decision 8. Create an output screen 9. Test run the flow Chapter 6: Call Center Application (Advanced Flow) - Input, Data lookup, Decisions/Outcomes, Update records, Output of results Chapter Goal: Guide the reader on how to create a flow that functions as a Call Center application (an advanced flow). 1. Create the flow 2. Create a welcome screen 3. Create a multi-input form screen 4. Retrieve data 5. Loop through data 6. Create multiple decisions 7. Create the outcomes for the decisions 8. Update records based on decisions 9. Create an output screen 10. Test run the flow Chapter 7: Process Builder Basics Chapter Goal: Give the reader an introduction to what Process Builder is and can do for them 1. Explain what a Process is 2. Explain when to use a Process Builder vs. a standard Workflow 3. Explain what it can and cannot do Chapter 8: Cross Object Field Update with Process Builder Chapter Goal: Guide the reader on how to create a process that can update a related records field 1. Create process 2. Set which record should be updated 3. Update related (cross object) record 4. Test process Chapter 9: Approval Process with Process Builder Chapter Goal: Guide the ready on how to create a process that can submit a record for approval 1. Discuss standard Approval Processes vs. Approval Processes with Process Builder 2. Create process 3. Create record 4. Submit for Approval Chapter 10: Call a Visual Workflow from Process Builder Chapter Goal: Guide the reader on how to create a flow that can be then called by process builder 1. Introduction to Trigge r-ready Flow (Headless Flows) 2. Create a Trigger-ready flow 3. Adding a call to a Trigger-ready Flow from Process Builder 4. Trigger-ready Flow Considerations Chapter 11: Alerts with Process Builder Chapter Goal: Guide the reader on how to create a process that sends out email and chatter alerts 1. Types of alerts (Email vs. Chatter) 2. Create process 3.; Create record 4. Update fields 5. Launch trigger-ready flow 6. Send an email 7. Post to Chatter 8. Submit for Approval Chapter 12: Advanced! Custom Development to extend Visual Workflow and Process Builder Chapter Goal: Discuss and show how to extend Visual Workflow and Process builder so it can more functionality that is included "out of the box" 1. Introduction to Visual Workflow Apex Plugin Development 2. Develop Apex Plugin to Convert a Lead 3. Introduction to Process s Builder Apex Development 4. Extend Process Builder functionality to send an outbound message (which is not supported out of the box with PB) Chapter 13: Production Deployment - Giving the People What they Want!< Chapter Goal: Walk the reader through how to move all their changes to a production Salesforce instance so that it can be used by their user community 1. Creating an outbound change set 2. Adding the components to the change set 3. Pushing the change set to production 4. Deploying the inbound change set in production 5. Enabling most recent versions of flows/processes