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

Configuring workflow rules


You can configure your organization's workflow by creating workflow rules. Each workflow rule consists of the following:

  • Criteria that cause the Salesforce CRM application to trigger the workflow rule

  • Actions that execute immediately when a record matches the criteria

  • Time-dependent actions that the Salesforce CRM application processes when a record matches the criteria, and executes according to the specified time triggers

The following table is an overview of the key aspects of configuring workflow rules in Salesforce CRM:

Rules

Actions

Users

  

Object

Criteria

E-mail alerts

Immediate

People

Time-dependent

Tasks

Immediate

Time-dependent

Field updates

Immediate

System

Time-dependent

Outbound messages

Immediate

Time-dependent

Example workflow rule

    

Opportunity

Whenever an opportunity record is updated

E-mail Alert

Immediate

Account Owner

Tip

Create workflow actions ahead of workflow rules. Create actions and any...