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Mastering Salesforce CRM Administration

You're reading from   Mastering Salesforce CRM Administration An Advanced Administration Certification Handbook

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Product type Paperback
Published in Mar 2017
Publisher
ISBN-13 9781786463180
Length 412 pages
Edition 1st Edition
Concepts
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Author (1):
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 Gupta Gupta
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Gupta
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Toc

Table of Contents (20) Chapters Close

Mastering Salesforce CRM Administration
Credits
Foreword
About the Author
About the Reviewers
www.PacktPub.com
Customer Feedback
Preface
1. A Deep Dive into the Salesforce Lightning Experience FREE CHAPTER 2. Security Settings in Salesforce 3. Territory Management 4. Extending Salesforce with Custom Objects and Applications 5. Getting More Value from Sales Cloud 6. Increasing Service Agent Productivity by Using Service Cloud 7. Optimizing Business Processes with Visual Workflow and Approval Processes 8. Automating Complex Business Processes 9. Analyzing Productivity with Reports and Dashboards 10. E-mail and Mobile Administration 11. Different Ways of Deploying an Application between Environments 12. Basics of Apex and Visualforce Page

Chapter 8. Automating Complex Business Processes

In the previous chapters, we discussed the overview of Visual Workflow. We also talked about the benefits of using Visual Workflow and a few use cases where we can use it. We also learned the way of setting up an approval process. This chapter starts with an overview of the Process Builder. We will take the discussion forward to discuss the difference between various automation tools and when to use what. Then, we will go through step-by-step instructions to create a process using Process Builder. The following topics will be covered in this chapter:

  • Process Builder overview

  • Difference between Process Builder and other tools

  • Auto-creating a child record

  • Auto-updating child records

  • Posting messages to a Chatter group

  • Auto-submitting records into the approval process

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