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

Difference between Process Builder and other tools


Salesforce offers different tools to automate the business process, for example, Visual Workflow, Workflow Rule, and Process Builder. So, it is important to understand the difference between these tools and when to use which. The following table describes the difference between these tools:

Workflow

Flow

Process Builder

Visual Designer

Not available

Available

Available

Start When

- A record is created or edited

- It can by invoked by another process

- User clicks on custom button/link

- A process starts

- Apex is called

- Inline Visualforce Page

- The user accesses a custom tab

A record is created or edited

Supported Time-based actions

Yes

Yes

Yes

Call Apex Code

No

Yes

Yes

Create Records

Only task

Yes

Yes

Update Records

Yes (only fields from the same record or parent)

Yes, any record

Yes, any related record

Delete Records

Yes

Launch a Flow

No

Yes

Yes

Post To Chatter

No

Yes

Yes...