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Mastering Salesforce CRM Administration

Mastering Salesforce CRM Administration

By : Gupta
3.1 (8)
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Mastering Salesforce CRM Administration

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.
Table of Contents (13 chapters)
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Summary

In this chapter, we have gone through various concepts related to Visual Workflow. We started with the business scenario where you can use Visual Workflow, followed by the benefits of using Flow. Then we discussed the Visual Workflow development life cycle and had an overview of Cloud Flow Designer. At the end, we discussed steps to creating a multistep approval process. In the next chapter, we will go through the basic concepts of Process Builder and a few use cases where you can use it.

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