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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 Cloud Flow Designer


Cloud Flow Designer is a tool that allows you to implement business requirements by constructing a flow. It is a way to collect, create, update, and delete data in Salesforce. The Cloud Flow Designer user interface has different functional parts; they are as follows:

  1. Button bar: You can use the buttons available in the Button bar to save, save as, run, run with latest, close, undo, or redo changes to run or view the properties of your flow. The status indicator marked with a red rectangle on the right-hand side of the bar shows the status of your flow.

    1. Save: Use this option to save a flow.

    2. Save As: If you want to clone the existing flow you are working in or want to save it as a new version, then use this option.

    3. Run: This runs the most recent version of the flow you are working in. If the flow comprises subflow elements, then each subflow refers to the active version of its referenced flow.

    4. Run with latest: This button will only appear if you are working...

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