You're reading from Hands-On Low-Code Application Development with Salesforce Build customized CRM applications that solve business challenges in just a few clicks

Product type Paperback

Published in Oct 2020

Publisher Packt

ISBN-13 9781800209770

Length 608 pages

Edition 1st Edition

Tools

Salesforce

Concepts

Application Development

Author (1):

Enrico Murru

View More author details

Table of Contents (28) Chapters

Preface

1. Section 1: What Is Salesforce?

2. Chapter 1: A Brief Introduction to Salesforce FREE CHAPTER

3. Section 2: Data Modeling

4. Chapter 2: Building the Data Model

5. Chapter 3: Mastering Formulas

6. Chapter 4: Cleaning Data with Validation Rules

7. Chapter 5: Handling Dynamic Configuration

8. Chapter 6: Security First – The "Who Sees What" Paradigm

9. Section 3: Automation Tools

10. Chapter 7: Be a Workflow Champion

11. Chapter 8: Setting Up Approval Processes

12. Chapter 9: Process Builder – Workflow Evolution

13. Chapter 10: Designing Lightning Flows

14. Chapter 11: Interacting with Actions

15. Section 4: Composing the User Interface

16. Chapter 12: All about Layouts

17. Chapter 13: The Lightning App Builder

18. Chapter 14: Leveraging Customers and Partners Power with Communities

19. Section 5: Data Management

20. Chapter 15: Importing and Exporting Data Declaratively

21. Chapter 16: Learning about Data Reporting

22. Section 6: Ready to Release?

23. Chapter 17: The Sandbox Model

24. Chapter 18: Deploying Your Solution

25. Section 7: Before We Say Goodbye

26. Chapter 19: Salesforce Ohana – The Most Amazing Community Around

27. Other Books You May Enjoy

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Process automation in Salesforce

If you are working with the Salesforce platform now, it is because your company or customer chose the platform for its promise to enhance the sales and service needs of the company/customer. It also helps to simplify business processes, thereby making the company responses to market quicker and stronger. And what is better than making sales reps or service agents happier by limiting the number of clicks and things to type in during their daily work? This is called automation.

Humans have an innate inclination to make mistakes, and when a company uses data to develop its business and that data is incorrect or incomplete, this can lead to wrong business decisions.

Process automation is a feature that reduces the time a CRM user has to spend on clicking and typing stuff, giving agents more time to dedicate to brain-intensive actions.

We've seen in Chapter 3, Mastering Formulas, something that can be considered process automation; that is...