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

Introduction to Lightning Process Builder


Lightning Process Builder is a workflow automation tool that allows you to automate business processes. At the time of writing the capabilities of Lightning Process Builder is evolving, but the tool allows you to generate a graphical representation of the process as it is developed and built.

Lightning Process Builder allows you to carry out the following:

  • Create processes using a user-friendly, visual interface layout with point-and-click features.

  • Design a full end-to-end process in one location instead of multiple dependent workflow rules.

  • Automate some simple actions that previously needed Apex development and apply the clicks not code approach.

At the time of writing, the usefulness and capabilities of the Lightning Process Builder tool hovers between the two other workflow automation tools of Workflows and Visual Workflows (covered in detail earlier in this chapter) and perhaps is the future tool for Salesforce.

Due to the current limitations and...