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Session 7 – Salesforce Administrator Certification Training for Beginners

Summary and recording for Session 7 of Salesforce Administrator Certification Training by Forcepective held on Feb 19, 2022.

1. Agenda

  • Workflow / Process Automation: 16% (10 Questions)
    • Workflow
    • Process Builder
    • Flow Builder
    • Approval Process

2. Workflow

  • A workflow rule is the main container for a set of workflow instructions. These instructions can always be summed up in an if/then statement.
    • Tasks—Assign a new task to a user, role, or record owner.
    • Email Alerts—Send an email to one or more recipients you specify.
    • Field Updates—Update the value of a field on a record.
    • Outbound Messages—Send a secure, configurable API message (in XML format) to a designated listener
  • Workflow rules can be broken into two main components
    • Criteria: the “if” part of the “if/then” statement. In other words, what must be true of the record for the workflow rule to execute the associated actions.
    • Actions: the “then” part of the “if/then” statement. In other words, what to do when the record meets the criteria.
      • Immediate
      • Time-Dependent

3. Process Builder

  • Process Builder is a workflow tool that helps automate business processes without writing a single line of code.
  • Steps to create a Process Builder 
    • Select your object
    • Define your criteria
    • Choose what to automate
    • Activate the process

4. Flow Builder

  • Salesforce Flow provides declarative process automation. Flow Builder is the future of low-code automation. You can use it to create most of the automation found in workflow rules.
  • There are two types of flows
    • Screen Flows – guide users through a business process, capture users input
    • Autolaunched Flows – launches when a record changes or user clicks a button
      • Record-Triggered Flow – launches when a record is created, updated or deleted
      • Schedule-Triggered Flow – launches at a specified time and frequency for each record in a batch
      • Platform Event-Triggered Flow – launches when a platform message is received
      • Autolaunched Flow (No Trigger) – launches when invoked by Apex, processes, REST API and more
  • Flow can be used in:
    • Flow actions
    • Lightning pages
    • Experience Builder pages
    • Custom Aura components
    • Custom Lightning web components
    • Custom buttons or custom links
    • Flow Orchestrator
    • Web tabs
    • Direct flow URLs
    • Visualforce pages

5. Approval Process

  • An approval process automates how records are approved in Salesforce
  • Approval Process consists of 
    • Initial Submission Actions 
    • Approval Steps 
    • Final Approval Actions 
    • Final Rejection Actions
    • Recall Actions

6. Activity List

6.1. Create a Workflow

  1. Setup -> Workflow Rules -> New Rule
  2. Object: Account
  3. Next
  4. Rule Name: Demo Rule
  5. Evaluation Criteria: created and every time it’s edited
  6. Rule Criteria: Account: Billing State/Province  equals CA
  7. Save and Next
  8. Add Workflow Action: New Task
  9. Subject: Verify Account Details
  10. Unique Name: Demo Task
  11. Due Date: Account: Created Date plus 3 days
  12. Comments: Please verify Account Details
  13. Save
  14. Activate

6.2. Create a Flow

  1. Setup -> Flows -> New Flow
  2. Screen Flow
  3. Create
  4. Add Screen
    • Label: Demo Create Lead Flow
    • API Name: Demo_Create_Lead_Flow
  5. Drag Text Field:
    • Label: Last Name
    • Api Name: Last_Name
  6. Drag another Text Field
    • Label: Company
    • API Name: Company
  7. Done
  8. Add Create Record
    • Label: Save Lead
    • API Name: Save Lead
    • How many records to create: One
    • How to set records fields: Use Seperate resources and literal values
    • Map Last Name and Company field with the screen elements created in previous step
    • Done
  9. Save Flow
    • Label: Demo Lead Creation Flow
    • API Name: Demo_Lead_Creation_Flow
  10. Activate
  11. Run
  12. Enter Last Name and Company
  13. Verify that the record was created

6.3. Create an Approval Process 

  1. Setup -> Approval Process
  2. Select Case Object
  3. Create New Approval Process -> Use Jump Start Wizard
  4. Name: Demo Case Approval Process
  5. Select Approver: Let the submitter choose approver manually
  6. Save
  7. View Approval Process Detail Page
  8. Add Final Approval Action
    • Change Status to Closed
  9. Activate
  10. Create a New Case and Submit for Approval
  11. Approve the Request

7. Assignments

Workflow / Process Automation: 16% (10 Questions)

  1. Workflow
  2. Which Automation Tool Do I Use?
  3. Salesforce Flow
  4. Build a Discount Approval Process
  5. Quick Start: Process Builder
  6. Build a Battle Station App
  7. Business Administration Specialist
  8. Security Specialist

8. Session Recording

8.1. Salesforce Admin Certification Training Session 7

9. Salesforce Administrator Certification Training Blogs


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