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Salesforce CRM Administration Handbook

You're reading from   Salesforce CRM Administration Handbook A comprehensive guide to administering, configuring, and customizing Salesforce CRM

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Product type Paperback
Published in Apr 2024
Publisher Packt
ISBN-13 9781835085691
Length 328 pages
Edition 1st Edition
Concepts
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Authors (2):
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Mateusz Twarożek Mateusz Twarożek
Author Profile Icon Mateusz Twarożek
Mateusz Twarożek
Krzysztof Nowacki Krzysztof Nowacki
Author Profile Icon Krzysztof Nowacki
Krzysztof Nowacki
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Toc

Table of Contents (16) Chapters Close

Preface 1. Chapter 1: Getting Started with Salesforce FREE CHAPTER 2. Chapter 2: Salesforce Architecture 3. Chapter 3: Getting to Know Data Management 4. Chapter 4: Lightning Experience 5. Chapter 5: Objects in Salesforce 6. Chapter 6: User Management and Security 7. Chapter 7: Automation Tools 8. Chapter 8: Reports and Dashboards 9. Chapter 9: AppExchange and Custom Applications 10. Chapter 10: Service Cloud 11. Chapter 11: Sales Cloud 12. Chapter 12: Salesforce Administrator Exam Preparation 13. Chapter 13: Continuing Education and Career Development 14. Index 15. Other Books You May Enjoy

Summary

In this chapter, you’ve learned many practical aspects related to automating processes in Salesforce. We discussed core features in Salesforce, including approval processes, flows, Apex Triggers, and automation using AI.

With the knowledge of approval processes, you will be able to independently create automation that allows you to build approval processes for your business with a wide range of applications.

In the section about Salesforce flows, we broke down the entire flows feature into its fundamental components. You learned the purpose of flows, the types of flows, and the actions that can be triggered in the system through flows. Flows are now the primary automation tool available in Salesforce, and Salesforce is actively developing this feature. By familiarizing yourself with flows, you will become a low-code Salesforce developer.

In the Apex triggers section, you learned about the different kinds of triggers in Salesforce. These triggers are snippets...

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