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

• Session 1 – Salesforce Admin Certification Training
• Session 2 – Salesforce Admin Certification Training
• Session 3 – Salesforce Admin Certification Training
• Session 4 – Salesforce Admin Certification Training
• Session 5 – Salesforce Admin Certification Training
• Session 6 – Salesforce Admin Certification Training

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