Reader small image

You're reading from  Salesforce CRM Administration Handbook

Product typeBook
Published inApr 2024
PublisherPackt
ISBN-139781835085691
Edition1st Edition
Concepts
Right arrow
Authors (2):
Krzysztof Nowacki
Krzysztof Nowacki
author image
Krzysztof Nowacki

Krzysztof Nowacki is a Salesforce Certified Administrator and Consultant with 15+ years of experience in CRM and HR software implementations and consultancy for key international accounts in various industries (including FMCG, pharmacy, retail, manufacturing, finance, and SSC/BPO). He is also a speaker at conferences and a lecturer in postgraduate studies.
Read more about Krzysztof Nowacki

Mateusz Twarożek
Mateusz Twarożek
author image
Mateusz Twarożek

Mateusz Twarożek is a certified Salesforce administrator and consultant boasting 14 years of IT industry experience. Currently, he serves as the Head of Quickstarts for Salesforce Admins in the CEE region and acts as a consultant. His expertise spans system design in diverse sectors such as fintech, sales, manufacturing, and education, with a notable specialization in the NGO sector. As a conference speaker, he takes pleasure in disseminating his knowledge and insights within the community. Beyond his professional endeavors, he is a devoted spouse and parent who cherishes family time and has a personal interest in solving logical puzzles.
Read more about Mateusz Twarożek

View More author details
Right arrow

Flow Builder

Modern times could be compared to jumping into hyperspace from Star Wars (sorry, Star Trek). If we close our eyes for a moment, we might feel like Steve Rogers (Captain America) after 66 years of being frozen. Sometimes I wonder what Walt Disney would think after such a long freeze, but he would probably like the movie Frozen (ba dum tsss). But getting back to the topic, we often do not notice the conveniences that surround us, from mobile phones to streaming platforms and many other impressive elements of our daily lives. One such improvement is Flow in Salesforce. It is automation—a process that is automatically triggered based on certain conditions, waiting for specific behaviors or a specific time/day. What was before Flow? Salesforce employees monitored each record and when conditions were met, they made the required changes. Of course, I am joking; workflow rules came first, and then there was Process Builder. The former was a form where you set conditions...

lock icon
The rest of the page is locked
Previous PageNext Page
You have been reading a chapter from
Salesforce CRM Administration Handbook
Published in: Apr 2024Publisher: PacktISBN-13: 9781835085691

Authors (2)

author image
Krzysztof Nowacki

Krzysztof Nowacki is a Salesforce Certified Administrator and Consultant with 15+ years of experience in CRM and HR software implementations and consultancy for key international accounts in various industries (including FMCG, pharmacy, retail, manufacturing, finance, and SSC/BPO). He is also a speaker at conferences and a lecturer in postgraduate studies.
Read more about Krzysztof Nowacki

author image
Mateusz Twarożek

Mateusz Twarożek is a certified Salesforce administrator and consultant boasting 14 years of IT industry experience. Currently, he serves as the Head of Quickstarts for Salesforce Admins in the CEE region and acts as a consultant. His expertise spans system design in diverse sectors such as fintech, sales, manufacturing, and education, with a notable specialization in the NGO sector. As a conference speaker, he takes pleasure in disseminating his knowledge and insights within the community. Beyond his professional endeavors, he is a devoted spouse and parent who cherishes family time and has a personal interest in solving logical puzzles.
Read more about Mateusz Twarożek