O'Reilly logo

Salesforce CRM - The Definitive Admin Handbook - Fourth Edition by Paul Goodey

Stay ahead with the world's most comprehensive technology and business learning platform.

With Safari, you learn the way you learn best. Get unlimited access to videos, live online training, learning paths, books, tutorials, and more.

Start Free Trial

No credit card required

Visual Workflow

Visual Workflow allows you to build collections of screens, known as flows, to guide users through the process of collecting and updating data.

Working with flows involves the creation of a structured set of steps to enable users to complete specified business processes. These business processes could be, for example, call scripts for a customer support team, questionnaires and surveys for customers or employee interaction, or processes to handle incoming sales enquiries for your organization.

Use cases for flows are many and varied, and the Visual Workflow options allow you to create screens that collect and display information, create and update Salesforce records, and carry out logic based on input from users, all from within ...

With Safari, you learn the way you learn best. Get unlimited access to videos, live online training, learning paths, books, interactive tutorials, and more.

Start Free Trial

No credit card required