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

Benefits of Visual Workflow


There are multiple benefits of using Visual Workflow instead of Visualforce Page or Apex code. They are as follows:

  1. To use Visual Workflow, no coding is required. This means even if you don't have experience in writing Apex code, you can still develop an application.

  2. You can share your application with peers by creating packages.

  3. Using Screen, Record, Fast, Field, and Choice elements, you can implement a complex business process to make sure that your users are entering data in the right format.

  4. It also allows you to auto-submit records for approval.

  5. You can also post a message on Chatter. For example, If an opportunity status gets Closed Won, post a message on the Account feed.

  6. It allows you to embed your flow into a Visualforce Page. Then, using Force.com site, you can expose it for unauthenticated access.

  7. You don't need to write a unit test class, and this is one added advantage over Apex code.

  8. Salesforce allows you to update your flow into production org, but you...