I’m still pinching myself. My new book Mastering Salesforce CRM Administrationwas out yesterday (03/27/2017). Salesforce.com is one of the fastest-growing and demanding technologies at the moment. Mastering Salesforce CRM Administration is a hands-on guide that will help Salesforce newbies (who have a basic knowledge of Salesforce), new or experienced Salesforce administrators, and developers who want to take their knowledge to the next level to become a Salesforce certified advanced administrator. As you go through the content, you will notice that this book focuses on real-world examples. This book builds upon these examples to help you understand and use the features of the Salesforce.com platform.
This book is all about mastering the Salesforce admin part, taking your skills as an administrator or developer and tuning them for the unique features of the Salesforce platform. I have discussed many complex topics in this book, such as territory management,forecasting,quota,escalation rule,knowledge base,Visual Workflow, Process Builder, deployment using Force.com Migration Tool and more. This book covers almost all the topics mentioned in Salesforce certified advanced administrator examination study guide.
Here’s a taste of what you’ll uncover:
Adopt Lightning Experience to improve the productivity of your organization’s sales team
Create and maintain service entitlements and entitlement processes
Process Builder basic and advanced concepts
Implement Customizable Forecast and quota management
Implement Knowledge base management to improve support reps productivity
Implement territory management
Exploring different ways to deploy application between environments including Force.com Migration Tool
Best practices for improving and enriching data quality
And yes, so much more.
I would like to take this opportunity to thank both of you (Jitendra Zaa and Vinay Chaturvedi) for the effort and expertise that you have contributed to reviewing, without which it would have been impossible to maintain the high standards of the book.
Vinay Chaturvedi is a Salesforce MVP, currently working as a principal consultant. He has been loving and living Salesforce since 2011.
Jitendra Zaa is a Salesforce MVP, author, and a Dreamforce speaker with more than 9 years of experience in web technologies and cloud platforms.
An inline Visualforce page allows us to embed a Visualforce page to standard page layouts. A Visualforce page would be available for embedding in the standard page layouts provided page is using the standard controller of that particular object. You can auto launch a flow without user interaction, using the following methods
The Apex start() method
Invoke a Flow from the Force.com REST API
Inline Visualforce page
The Process Builder has its own set of limitations, for example, it is not available for all objects. One real use case from Success Community and credit goes toKristine Curington
This article will help you to understand, how you can auto launch a Flow from Inline Visualforce page. Another use case, triggers a Flow as soon as Contact Role is added to an opportunity. Let’s start with a business use case
Business Use case
John Hickey is working as System administrator at Universal Container. He has received a requirement to auto add the user to a Public Group if Permission Set Lightning Experience is assigned to them.
ID of the PermissionSet to assign to the user specified in AssigneeId.
ID of the User to assign the permission set specified in PermissionSetId.
GroupMemberrepresents a User or Group that is a member of a public group.
There are few alternatives (Using Apex or Force.com REST API) for the above business scenario, but we will use the Flow and Inline Visualforce pageto solve this. Follow the below instructions to create a Flow and Visualforce page for the above business requirement