[Introducing My New Book] Mastering Salesforce CRM Administration

Posted at 9:01 AM by Rakesh Gupta, on March 28, 2017

I’m still pinching myself. My new book Mastering Salesforce CRM Administration was 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.

Technical Reviewers:

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.

Purchase:

It’s Here! It’s Here!

Aloha!

Announcement: – I am honored and proud to say Workato Inc. and Work-Relay are the sponsors of my blog Automationchampion.com.

Business Use case

Corey Eridon is working as a System administrator at Universal Containers (UC). She has received a requirement to auto create a child case, whenever a new case is created with Case Reason Breakdown.

Solution for the above business requirement

To solve this requirement, we will use Process Builder. Whenever we create a Process using Process Builder Salesforce auto, create a Flow and Workflow rule (With an action) to fire it. At the end of this article, I will show you how to view Flow and Workflow action created by System for Process. Follow the below instructions to create a Process for the above business requirement

1. Click on Name | Setup | App Setup | Create | Workflows & Approvals | Process Builder
2. To create a new process from scratch, click on the New Button available on Process Management page, A popup will open where you have to enter Name (Enter Create_Child_case_for_Breakdown as name), API Name and Description as shown in the below screenshot

Define Process Properties

3. Once you click on the Save button, it will redirect you to Process canvas. Click on Object node to add object and set the evaluation criteria, Please refer to the following screenshot for more details

Evaluation criteria

4. The next step is to define Process criteria. For this click on Add Criteria node, Enter Criteria Name, Set filter conditions (Similar to Rule Criteria in Workflow Rule), as shown in the following screenshot

Process Criteria

5. Now we have to add an Immediate action into the Process to create a case record. For this use Create a Record action, Please refer to the following screenshot for more details

Add action – Create a Record

Make sure that you have assigned data in the correct format because Process builder obeys Validation rule. If some fields are required by using Validation rule, then make sure than you have added those fields. Same time if some fields are required using Page layout, you can ignore those fields.

6. The final task is to activate your Process by clicking on the Activate button.

Now onwards if you create a case with Case Reason Breakdown, Process will auto create a child case for it.

No more valid

~~Flow and Workflow action created by Process Builder~~

1. There are two ways that I am aware of, to see the Flow generated by Process Builder for current Process, those are Package or Change Sets. Now I am going to create a package, don’t worry it is very easy. Follow the path to create a Package
~~2. Click on Setup | Build | Create | Packages and click on the New button, enter the Package Name, as shown in the following screenshot~~

~~Create a new Package~~

~~3. Click on the Add button available under Component, as shown in the following screenshot~~

~~Add Components to Package~~

~~4. From Component Type drop-down select Flow, and click on the Process we have created, i.e. Create_Child_case_for_Breakdown as shown in the following~~

~~List of active Flows and Processes~~

5. It will redirect you to the Flow detail page, see the Type i.e. Workflow different from normal (Flow or Autolaunched Flow). Now click on the Open link as shown in the following screenshot

~~Flow Created by Process builder~~

6. It will open the Flow, which is generated by Process Builder for the Process we have created. There are two SObject Variables created by Process to pass old and New Id of record to Flow

~~Create_Child_case_for_Breakdown Flow~~

7. To check Workflow action, use this URL https://gs0.salesforce.com/09M, change the Salesforce instance, as per your current organization instance. I have created a custom view to see additional details

~~Workflow action to call a Flow~~

~~8. If you click on the Edit link, it will look like the following screenshot~~

~~Edit action Flow Param~~

Note: – This is my finding and only for learning purpose. Don’t delete any actions or Flows.

Automation Champion

Tag: Packages

Getting Started with Process Builder – Part 1 (Auto Create a record)

Posted at 10:45 PM by Rakesh Gupta, on February 13, 2015

Business Use case

Solution for the above business requirement

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Tag: Packages

[Introducing My New Book] Mastering Salesforce CRM Administration

Posted at 9:01 AM by Rakesh Gupta, on March 28, 2017

Here’s a taste of what you’ll uncover:

Technical Reviewers:

Purchase:

Share this:

Like this:

Getting Started with Process Builder – Part 1 (Auto Create a record)

Posted at 10:45 PM by Rakesh Gupta, on February 13, 2015

Business Use case

Solution for the above business requirement

Share this:

Like this:

Search

Upcoming Trainings

Sponsor #1

Sponsor #2

Salesforce ID Converter Build on Visual Workflow

Buy My Book

Buy My Book

Buy My Book

Recent Posts

Blog Archives

Categories

Information

Top Posts

Social Media