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Salesforce Advanced Administrator Certification Guide

You're reading from   Salesforce Advanced Administrator Certification Guide Become a Certified Advanced Salesforce Administrator with this exam guide

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Product type Paperback
Published in Nov 2019
Publisher Packt
ISBN-13 9781838643898
Length 672 pages
Edition 1st Edition
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Author (1):
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Enrico Murru Enrico Murru
Author Profile Icon Enrico Murru
Enrico Murru
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Table of Contents (27) Chapters Close

Preface 1. Section 1: Security, Access, and Organization Management FREE CHAPTER
2. Secure Data Access 3. Auditing and Monitoring 4. Change Management 5. Section 2: Data Model Management
6. Extending Custom Objects 7. Section 3: Sales and Service Cloud Applications
8. Support Sales Strategies with Sales Cloud Features 9. Service Cloud Applications 10. Section 4: Data and Content Management
11. Improving Data Quality with Duplicate Management 12. Salesforce CRM Content Management 13. Section 5: Reports and Dashboards
14. Mastering Reports 15. Visualizing Key Metrics with Dashboards 16. Section 6: Process Automation
17. Automation with Workflows 18. Automating Record Approval with Approval Processes 19. Lightning Process Builder 20. Lightning Flows 21. The Coding Approach 22. Section 7: Taking Your Certification Exam
23. Tips and Tricks for Passing Your Exam 24. Mock Test A and B 25. Assessments 26. Other Books You May Enjoy

Final considerations for building with a Process Builder

Before closing this chapter, let's look at the things we need to take into consideration when building automation using a Process Builder.

The first suggestion is to use one automation tool for each object because it becomes very difficult to predict when actions will take place if you have a Process Builder, Apex triggers, and workflow rules active at the same time.

When replacing a workflow rule or an Apex trigger with a Process Builder, remember to deactivate them before activating the Process Builder, otherwise you may get unexpected results, such as the record being overwritten several times or multiple email notifications being sent (we don't want to spam our precious users).

Moreover, use only one record-change triggered process per object. That way, you will have an idea of what's happening behind...

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