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

Product type Paperback

Published in Nov 2019

Publisher Packt

ISBN-13 9781838643898

Length 672 pages

Edition 1st Edition

Languages

Apex

Tools

Salesforce

Concepts

CRM

Author (1):

Enrico Murru

View More author details

Table of Contents (27) Chapters

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

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Summary

We have seen what process automation is and the declarative tools that the platform supports. We dug into workflows and how they can be configured with different kinds of actions with field updates, task actions, email alerts, and outbound messages to help us understand how they work and how to use them.

In the next chapter, we'll analyze approvals, another useful automation feature, which delivers approval processes for our records.

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Authors (1)

Murru

Enrico Murru is a solution and technical architect at WebResults (an engineering company), an Italian platinum Salesforce partner, and ISV. He completed his MSc in Electronic Engineering at the University of Cagliari in 2007. In 2009, he joined WebResults as a junior Salesforce developer. In 2013, he launched his first blog named Nerd @ Work. In 2016, he was nominated as the first Italian Salesforce MVP due to his commitment to the Salesforce community. In the same year, he started collecting Salesforce certifications, gaining 20 of them over the next 3 years, as part of his own path to the Salesforce Technical Architect certification. In 2016, he started one of his most popular projects, the ORGanizer for Salesforce Chrome and Firefox extension.

See other products by Murru