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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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Rakesh Gupta Rakesh Gupta
Author Profile Icon Rakesh Gupta
Rakesh Gupta
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Toc

Table of Contents (13) Chapters Close

Preface 1. A Deep Dive into the Salesforce Lightning Experience 2. Security Settings in Salesforce FREE CHAPTER 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

Overview of Visual Workflow building blocks


The flow has three major building blocks known as Element, Connector, and Resource. With the help of these three, you can easily develop a flow:

Element represents an action that the flow can execute, such as update records, delete records, or loop logic. It is basically used to manipulate data. Connector is used to establish the path between the elements so that the flow can take at runtime. Resources are used to hold the data that you can reference in your flow.

Flow elements

Flow elements represent an action that a flow can execute, which are illustrated as Record update, Record lookup, Fast Lookup, Loop, Screen, and Decision. They are used to read, update, or delete Salesforce data. Using element (the Screen element), you can also display data or capture input from users. Using the drag and drop function from the Palette tab, you can add a new element to your canvas, as follows:

Flow element

Description

Step

You can use this as a placeholder...

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