Book Image

Salesforce CRM - The Definitive Admin Handbook - Fourth Edition

Book Image

Salesforce CRM - The Definitive Admin Handbook - Fourth Edition

Overview of this book

Salesforce CRM’s Winter ’17 release offers a host of new features for CRM designed to transform your sales and marketing requirements. With this comprehensive guide to implementing Salesforce CRM, administrators of all levels can easily acquire deep knowledge of the platform. The book begins by guiding you through setting up users and the security settings and then progresses to configuration, data management, and data analytics. We swiftly move on to the setting up of organization wide features that affect the look and feel of the application. Process automation and approval mechanisms are covered next, along with the functional areas of Sales Cloud, Service Cloud, Marketing Cloud, and Salesforce Chatter. This book details Salesforce CRM system administration in a practical way and is an invaluable reference for both new administrators and experienced professionals. At the end of the book, techniques to further enhance the system and improve the return on investment Salesforce mobile apps and mobile administration are covered, along with Salesforce Adoption Manager. Every chapter is complete with a section containing example questions of the type that you might encounter in the certification examination.
Table of Contents (18 chapters)
Salesforce CRM - The Definitive Admin Handbook - Fourth Edition
Credits
About the Author
Acknowledgments
About the Reviewer
www.PacktPub.com
Preface

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 the drag-and-drop Visual Workflow user interface.

Configuring Visual Workflow

Working with Visual Workflow involves the following three concepts: flow design, flow management, and runtime. Flow design and management are carried out using the Flow Designer...