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 Visual Workflow building blocks


The flow has three major building blocks known as Element, Connector, and Resource. With the help of these three, you can easily develop a flow:

Element represents an action that the flow can execute, such as update records, delete records, or loop logic. It is basically used to manipulate data. Connector is used to establish the path between the elements so that the flow can take at runtime. Resources are used to hold the data that you can reference in your flow.

Flow elements

Flow elements represent an action that a flow can execute, which are illustrated as Record update, Record lookup, Fast Lookup, Loop, Screen, and Decision. They are used to read, update, or delete Salesforce data. Using element (the Screen element), you can also display data or capture input from users. Using the drag and drop function from the Palette tab, you can add a new element to your canvas, as follows:

Flow element

Description

Step

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