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 Cloud Flow Designer


Cloud Flow Designer is a tool that allows you to implement business requirements by constructing a flow. It is a way to collect, create, update, and delete data in Salesforce. The Cloud Flow Designer user interface has different functional parts; they are as follows:

  1. Button bar: You can use the buttons available in the Button bar to save, save as, run, run with latest, close, undo, or redo changes to run or view the properties of your flow. The status indicator marked with a red rectangle on the right-hand side of the bar shows the status of your flow.

    1. Save: Use this option to save a flow.

    2. Save As: If you want to clone the existing flow you are working in or want to save it as a new version, then use this option.

    3. Run: This runs the most recent version of the flow you are working in. If the flow comprises subflow elements, then each subflow refers to the active version of its referenced flow.

    4. Run with latest: This button will only appear if you are working...