- Mastering Salesforce CRM Administration
- 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
- 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
- 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
- Enabling Enterprise Territory Management
- Building a territory model
- Using Chatter to collaborate with territory models
- Activating a territory model
- Running the Opportunity Territory Assignment filter
- Manually excluding an opportunity from filter-based territory assignment
- A few points to remember
- Test your knowledge
- Summary
- 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
- 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
- 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
- Features of the Salesforce1 mobile application
- Installing the Salesforce1 mobile application
- Enabling Salesforce1 for a mobile browser
- Controlling which users can use the Salesforce1 application
- Logging in to a Salesforce1 application
- Branding of the Salesforce1 application
- Enabling offline access for Salesforce1
- A few points to remember
- Test your knowledge
- Summary
- 11. Different Ways of Deploying an Application between Environments
- 12. Basics of Apex and Visualforce Page
There are multiple benefits of using Visual Workflow instead of Visualforce Page or Apex code. They are as follows:
- To use Visual Workflow, no coding is required. This means even if you don't have experience in writing Apex code, you can still develop an application.
- You can share your application with peers by creating packages.
- Using Screen, Record, Fast, Field, and Choice elements, you can implement a complex business process to make sure that your users are entering data in the right format.
- It also allows you to auto-submit records for approval.
- You can also post a message on Chatter. For example, If an opportunity status gets Closed Won, post a message on the Account feed.
- It allows you to embed your flow into a Visualforce Page. Then, using Force.com site, you can expose it for unauthenticated access.
- You don't need to write a unit test class, and this is one added advantage over Apex code.
- Salesforce allows you to update your flow into production org, but you can't update Apex code there.
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