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

Time-dependent actions from Process Builder


In a similar manner, if you want to send an e-mail after one day of account creation to an account owner, or if you want to send a reminder to your customers about a pending order, then use the scheduled action instead of using immediate action. The same set of actions are available under both the immediate and scheduled actions.

Steps to check time-dependent action queue for Process Builder

To monitor a time-dependent action queue for Process Builder, follow the given instructions:

  1. Click on Setup (gear icon) | Setup | PLATFORM TOOLS | Process Automation  Flow.

  2. Navigate to the Paused and Waiting Interviews section; it will display the time-dependent action queue for Process Builder.