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Salesforce Advanced Administrator Certification Guide

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

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Product type Paperback
Published in Nov 2019
Publisher Packt
ISBN-13 9781838643898
Length 672 pages
Edition 1st Edition
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Author (1):
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Enrico Murru Enrico Murru
Author Profile Icon Enrico Murru
Enrico Murru
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Table of Contents (27) Chapters Close

Preface 1. Section 1: Security, Access, and Organization Management
2. Secure Data Access FREE CHAPTER 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...
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