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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

Business problems


As a Salesforce administrator or developer, you may get various requirements from the business to streamline the sales or support processes. As per our experience, we can say that many of them are achievable only if you make use of the out-of-the box features. For a few instances though, you would need to use either the Apex or Visualforce Page. Visual Workflow gives us a way to implement various business processes without using the Apex or Visualforce Page. We'll discuss more examples of this in a detailed manner in the subsequent subsections.

Business use case 1

A business scenario: David Guzman is working as a System Administrator at Universal Containers. He has received a requirement to create a survey page in Salesforce and expose it to the company's website for unauthenticated access.

There are several ways to solve the preceding business requirement; a few of them are mentioned next.

Solution 1 - Using a Visualforce Page, Apex class, and Force.com site

As the requirement...

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