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Salesforce CRM - The Definitive Admin Handbook - Fourth Edition

You're reading from  Salesforce CRM - The Definitive Admin Handbook - Fourth Edition

Product type Book
Published in Dec 2016
Publisher Packt
ISBN-13 9781786468963
Pages 644 pages
Edition 4th Edition
Languages
Concepts

Table of Contents (18) Chapters

Salesforce CRM - The Definitive Admin Handbook - Fourth Edition
Credits
About the Author
Acknowledgments
About the Reviewer
www.PacktPub.com
Preface
1. Setting up Salesforce CRM and the Company Profile 2. Managing Users and Controlling System Access 3. Configuring Objects and Apps 4. Securing Access to Data and Data Validation 5. Managing Data in Salesforce CRM 6. Generating Data Analytics with Reports and Dashboards 7. Implementing Business Processes in Salesforce CRM 8. Introducing Sales Cloud, Service Cloud, and the Collaborative Features of Salesforce CRM 9. Extending and Enhancing Salesforce CRM 10. Administrating the Mobile Features of Salesforce CRM 11. Studying for the Certified Administrator Exam

Visual Workflow


Visual Workflow allows you to build collections of screens, known as flows, to guide users through the process of collecting and updating data.

Working with flows involves the creation of a structured set of steps to enable users to complete specified business processes. These business processes could be, for example, call scripts for a customer support team, questionnaires and surveys for customers or employee interaction, or processes to handle incoming sales enquiries for your organization.

Use cases for flows are many and varied, and the Visual Workflow options allow you to create screens that collect and display information, create and update Salesforce records, and carry out logic based on input from users, all from within the drag-and-drop Visual Workflow user interface.

Configuring Visual Workflow

Working with Visual Workflow involves the following three concepts: flow design, flow management, and runtime. Flow design and management are carried out using the Flow Designer...

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