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

Process Builder overview


Process Builder is an alternate way of automating your business processes by writing code. It is an advanced version of the Workflow Rule. Process Builder is created on top of Visual Workflow and Flow Trigger (Deprecated). Whenever you create a process by using the Process Builder, it will automatically create a Flow and a Flow Trigger (Deprecated) to call this Flow; this happens behind the scenes and users don't need to interact with these Flows.

Workflow Rule comes with several limitations, for example, it doesn't have an action to update child records, post to Chatter, and create a child record. Process Builder is available for the Lightning Enterprise, Lightning Unlimited, and Developer editions. It is also available for the Lightning Professional edition with a few limitations, for example, you can only have five active processes in the Lightning Professional edition. There are a few advantages of Process Builder, as follows:

  • You can define the complete process...