8. Automating Complex Business Processes | Mastering Salesforce CRM Administration

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Table Of Contents

Mastering Salesforce CRM Administration

By : Gupta

3.1 (8)

Mastering Salesforce CRM Administration

3.1 (8)

By: 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.

Preface

Preface

What this book covers

What you need for this book

Who this book is for

Conventions

Reader feedback

Customer support

Free Chapter

1. A Deep Dive into the Salesforce Lightning Experience

1. A Deep Dive into the Salesforce Lightning Experience

Getting started with Lightning Experience

Salesforce Lightning Editions

Creating a Salesforce developer account

Enabling the Lightning Experience for users

The Lightning Experience for end users

Types of objects and fields in Salesforce

Types of relationship in Salesforce

A few points to remember

Test your knowledge

Summary

2. Security Settings in Salesforce

2. Security Settings in Salesforce

Company Information setup

The fiscal year and its customization

Secure organization data using OWD

Role hierarchy

Sharing rule

Profiles

Permission sets

Field-level security

Viewing Setup and Audit Trail

A few points to remember

Test your knowledge

Summary

3. Territory Management

3. Territory Management

Introduction to Territory Management

Difference between role hierarchy and territory hierarchy

Difference between Territory Management and Enterprise Territory Management

Enterprise Territory Management key concepts

Configuring Enterprise Territory Management

A few points to remember

Test your knowledge

Summary

4. Extending Salesforce with Custom Objects and Applications

4. Extending Salesforce with Custom Objects and Applications

Creating custom objects

Creating custom fields

Creating custom tabs

Creating Lightning apps

Creating Lightning record pages

Improving the data quality

A few points to remember

Test your knowledge

Summary

5. Getting More Value from Sales Cloud

5. Getting More Value from Sales Cloud

Campaign management

Lead management

Account management

Contact management

Managing product and price books

Opportunity management

Quote management

Collaborative forecasts

A few points to remember

Test your knowledge

Summary

6. Increasing Service Agent Productivity by Using Service Cloud

6. Increasing Service Agent Productivity by Using Service Cloud

Case management

Escalation rule

Entitlement management

Knowledge management

Live agent

A few points to remember

Test your knowledge

Summary

7. Optimizing Business Processes with Visual Workflow and Approval Processes

7. Optimizing Business Processes with Visual Workflow and Approval Processes

Business problems

Benefits of Visual Workflow

Overview of the Visual Workflow life cycle

Overview of Cloud Flow Designer

Overview of Visual Workflow building blocks

Creating a calculator to display the summation of two numbers

Approval process

A few points to remember

Summary

8. Automating Complex Business Processes

8. Automating Complex Business Processes

Process Builder overview

Difference between Process Builder and other tools

Creating applications with Process Builder

Time-dependent actions from Process Builder

A few points to remember

Summary

9. Analyzing Productivity with Reports and Dashboards

9. Analyzing Productivity with Reports and Dashboards

Understanding report types

Different types of report formats

Categorizing report data with bucketing

Dashboard component and its types

Reporting snapshot

A few points to remember

Test your knowledge

Summary

10. E-mail and Mobile Administration

10. E-mail and Mobile Administration

Deliverability

Compliance BCC e-mail

E-mail to Salesforce

Overview of the SalesforceA mobile application

Overview of the Salesforce Authenticator application

Overview of the Salesforce1 mobile application

A few points to remember

Test your knowledge

Summary

11. Different Ways of Deploying an Application between Environments

11. Different Ways of Deploying an Application between Environments

Deploying using change sets

Deploying using Force.com IDE

Deploying using packages

Deploy using Force.com Migration Tool

A few points to remember

Test your knowledge

Summary

12. Basics of Apex and Visualforce Page

12. Basics of Apex and Visualforce Page

Introducing Apex

Introducing a Visualforce page

A few points to remember

Test your knowledge

Summary

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...

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