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Most of the people are unaware from power of Visual workflow (Flow) in Salesforce. You can minimize the code usage in your organization by using flow. It’s a tool where by drag and drop you can build awesome screen without writing a single line of code. You can even insert, update, Delete record in Salesforce, all you can do without writing code even Salesforce administrator can use flow very easily.
Business Use case :-
1) In Universal container Sales manager want to capture Sales rep feedback on Closed lost opportunity. They want a screen will pop-up, as soon as Opportunity Stage is updated with Closed lost and save the feedback data on Feedback object that is child of opportunity.
2) In an account we can create number of Opportunities. Sales manager in Universal container want to update all opportunity Stage = Closed lost except for those whose stage is is updated by Sales rep as Closed won for same acocunt.
Like there are 10 opportunities in an account, as soon as any opportunity Stage is updated with Closed won, updated all 9 opportunity Stage to Closed lost
Like there are 10 opportunities in an account, as soon as any opportunity Stage is updated with Closed won, updated all 9 opportunity Stage to Closed lost
How to start with Visual workflow (Flow).
To resolve these two scenario you have to use apex code and Visualforce page, But without code also you can achieve this functionality by using Flow. To start with visual workflow (Flow) you can download below documents
Solution of business use case 2
Before go ahead with solution we need only one thing that is AccountId of Opportunity record, whose Stage is updated by Sales rep as Closed won, Once you have AccountId then you can update all opportunity of that account as per requirement. Follow the below instruction to resolve business use case 2
1) Click on Name | Setup | App Setup | Create | Workflow & Approvals | Flow
2) Click on New Flow button, as shown in below screenshot
2) Click on New Flow button, as shown in below screenshot
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3) Now drag & drop Record Lookup from palette onto the canvas and fill all details same like as per below screen
4) To create a variable (accid – to store account id) as shown in above image, you can take help from below snap shot
Now we have Accountid, next is update all opportunity where Accountid= accid and Stage = Closed Lost, that we will do in next step
5) Now drop a Record update into the canvas and fill the all details as shown in below screenshot
6) Finally it will look like below screen shot, Click on arrow marked in red to set start point
Save this flow and you are all set to test it out.
It’s time to test this feature
To test this feature you have to create a button on Opportunity to invoke this flow, to do that follow the below instruction
1) Click on Name | Setup | App Setup | Create | Workflow & Approvals | Flow
2) Click on your flow name and go to the detail page and copy URL link as shown in below screen shot
2) Click on your flow name and go to the detail page and copy URL link as shown in below screen shot
3) Now create a detail page button on Opportunity object, same as below screen shot
4) Now go to any account record and create few opportunity records same like below screen shot
5) Go to any opportunity detail page, update Stage = Closed won and click on button you created
6) Now back to acocunt page and check status of all related opportunity
After Spring’14 release you can launch flows from workflow rules, it will remove any user interaction to launch it or any code to launch flow. So you can write a workflow rule on opportunity and use immediate action (Flow) to trigger it. To learn more about Flow Trigger Considerations click on link.
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