Search icon CANCEL
Arrow left icon
Explore Products
Best Sellers
New Releases
Books
Videos
Audiobooks
Learning Hub
Conferences
Free Learning
Arrow right icon
Arrow up icon
GO TO TOP
Salesforce Advanced Administrator Certification Guide

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

Arrow left icon
Product type Paperback
Published in Nov 2019
Publisher Packt
ISBN-13 9781838643898
Length 672 pages
Edition 1st Edition
Languages
Concepts
Arrow right icon
Author (1):
Arrow left icon
Enrico Murru Enrico Murru
Author Profile Icon Enrico Murru
Enrico Murru
Arrow right icon
View More author details
Toc

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

Building workflow rules

If you are on your path to become an advanced administrator, I assume you are already familiar workflows.

As a quick reminder, workflows are the oldest tool available on the Salesforce platform to run automations in an organization.

This feature is a so-called if/then statement tool, which means that if a condition is evaluated, then an action is performed, just like programmers code every day; for example, if an opportunity has an amount greater then $10 million, then send an email to the CEO, or if a case is not closed within two days, then set the Priority field to High—we could make list of examples.

As an example, a statement can be if a new lead is created, then a task has to be assigned to the record owner to start a sales call; it's easy to identify the conditional part (a lead is created) and the action part (task assignment).

Since...
lock icon The rest of the chapter is locked
Register for a free Packt account to unlock a world of extra content!
A free Packt account unlocks extra newsletters, articles, discounted offers, and much more. Start advancing your knowledge today.
Unlock this book and the full library FREE for 7 days
Get unlimited access to 7000+ expert-authored eBooks and videos courses covering every tech area you can think of
Renews at €18.99/month. Cancel anytime