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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

Overview of the Visual Workflow life cycle


Cloud Flow Designer is a tool for creating flows, configuring screen elements, and defining business logic for your flows without writing code. Visual Workflow has three different stages, which are as follows:

  • Design: This allows you to create a flow using Flow Designer, which has a drag and drop user interface that allows you to draw the flow structure and configure how it would run, without writing code.

  • Administration: Once you have developed a flow, you can manage it, update its properties, activate it, deactivate it, delete it, save it as a new version or new flow, or run it.

  • Runtime: A flow user can run the active version of a flow from a custom button, link, and Visualforce Page or directly from the flow URL. If it is an autolaunched flow, then systems can run an active version of the flow through Process Builder, an Apex class.

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