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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 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

A few points to remember


  1. A process's API name must be less than or equal to 79 characters.

  2. To activate a process, it must have an action added to it.

  3. The process will fail at runtime if it allows initial submitters to manually select the next approver in the approval process.

  4. Process Builder doesn't have an option to delete the records; if you want to do so you must use the combination of Visual Workflow with Process Builder.

  5. The process owner will receive an e-mail from Salesforce; if it fails on runtime or any fault occurs, the error or warning messages might refer to a Flow instead of a process.

  6. Process has same governor limits that apply to Apex.

  7. Process actions are executed in the same order in which they appear in the Process Builder Canvas.

  8. You can't delete an active process; if you want to do so, first deactivate it.

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