Learning Salesforce Visual Workflow

Manipulating the data

Now we will discuss how you can use Flow elements, such as Record Create, Update, Lookup, Delete, or Decision, to modify the existing data or to create new data. We will pick up a few business scenarios and try to learn these concepts.

Hands on 1 – creating leads

A lead is the prospect or people who are interested in your business. In Salesforce, we can capture the leads through various ways, for example, from Salesforce web-to-lead, data loader, data import wizard, manually, and so on.

A business scenario: Helina Jolly is working as a system administrator in Universal Container. She received a requirement to develop a Flow through which users can create leads. Basically, her manager wants to display a screen where users can ...