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

Creating applications with Process Builder


To automate the complex business process in Salesforce, it is required that you must have Apex and Visualforce understanding. After completing this chapter, you will get an understanding of how to automate business processes using Process Builder without code.

Hands on 1 - auto creating a child record

It's a very common scenario to auto create a child record when a parent record gets updated and meets specific criteria. For example, as soon as an order gets delivered it will auto create an asset record it. To resolve these types of business scenarios, a developer usually writes an Apex trigger, but there are alternate ways through which you can achieve it, and that too, without writing the code, as follows:

  • Apex Trigger

  • Combination of Flow and Process Builder

  • Combination of Flow and Inline Visualforce Page on the Order Detail page

  • Process Builder

A business scenario: David Guzman is working as a system administrator at Universal Containers. He has received...