Book Image

Mastering Salesforce CRM Administration

By : Rakesh Gupta
Book Image

Mastering Salesforce CRM Administration

By: Rakesh Gupta

Overview of this book

The book starts by refreshing your knowledge of common admin tasks. You will go over Lightning Experience and various security aspects. You will be shown how to implement territory management in your organization and make use of custom objects. From here, the book progresses to advanced configuration, data management, and data analytics before swiftly moving on to setting up advanced organization-wide features that affect the look and feel of the application. Extend the capabilities of your organization’s Salesforce implementation by optimizing and extending Sales Cloud, Salesforce1, and Service Cloud applications. This guide will equip you with the tools you need to build a successful career in Salesforce.
Table of Contents (20 chapters)
Mastering Salesforce CRM Administration
Credits
Foreword
About the Author
About the Reviewers
www.PacktPub.com
Customer Feedback
Preface

Overview of the Visual Workflow life cycle


Cloud Flow Designer is a tool for creating flows, configuring screen elements, and defining business logic for your flows without writing code. Visual Workflow has three different stages, which are as follows:

  • Design: This allows you to create a flow using Flow Designer, which has a drag and drop user interface that allows you to draw the flow structure and configure how it would run, without writing code.

  • Administration: Once you have developed a flow, you can manage it, update its properties, activate it, deactivate it, delete it, save it as a new version or new flow, or run it.

  • Runtime: A flow user can run the active version of a flow from a custom button, link, and Visualforce Page or directly from the flow URL. If it is an autolaunched flow, then systems can run an active version of the flow through Process Builder, an Apex class.