Email alerts Like workflows, with approvals and entitlements, you can send emails using Email Alerts actions. This is shown in the following screenshot: Email alert action Simply select an email alert that’s already on the system (remember that your organization can send 1,000 email alerts per standard Salesforce license (up to 2,000,000 in total)). Submitting…
Author: zeusexam
Custom notifications – Certified Advanced Salesforce Admin Exam Guide
Custom notifications Custom notifications are a great introduction to the summer 2019 release of Salesforce. Here, you can define custom notifications that can be sent to users via mobile or desktop. To define a custom notification, go to Setup | Notification Builder | Notification Types and click the New button, as shown in the following…
Final considerations for building with a Process Builder
Final considerations for building with a Process Builder Before closing this chapter, let’s look at the things we need to take into consideration when building automation using a Process Builder. The first suggestion is to use one automation tool for each object because it becomes very difficult to predict when actions will take place if…
Lightning Flows – Certified Advanced Salesforce Admin Exam Guide
Lightning Flows Lightning flows collect data and perform actions in your Salesforce organization or external system. Their configuration requires point-and click -interactions; no code is required. In this chapter, we will look at screen flows, which collect data from agents or customers (for example, tutorials or wizards), and autolaunched flows, which automatically execute data logic…
Building a flow – Certified Advanced Salesforce Admin Exam Guide
Building a flow Let’s build a simple screen flow so that we can gather contact and account data from the user’s interactions by using the Cloud Flow Designer (this is the new version of the old Flow Builder app and was introduced in Spring 2019). This is shown in the following screenshot: Cloud Flow Designer…
Building a flow 2 – Certified Advanced Salesforce Admin Exam Guide
But why do you need to do this? You may want to get the component’s initial values from the previous elements, which may have stored another kind of data. In our scenario, we are doing this so that we can go from the input screen to the verification screen and back without losing the data…
Building a flow 3 – Certified Advanced Salesforce Admin Exam Guide
Create a new screen element called account details with the following components: The following screenshot shows the screen element’s account details: Account details for the screen element Have you noticed that none of the components have the Set Output Values attribute section? This is because these are simple components that do not convey complex logic….
Building a flow 4 – Certified Advanced Salesforce Admin Exam Guide
The following screenshot summarizes this configuration: Get Records screen configuration for contacts Create another Get Records element for the Account object with the same configuration that’s shown in the preceding screenshot; the only things we need to change are the object type (which should be set to Account), the matching condition based on the Duns…
Connecting flows and subflows – Certified Advanced Salesforce Admin Exam Guide
Connecting flows and subflows We can connect data between flows using input/output resources. When you set up a new resource, you can specify whether that resource can be seen from outside its flow, as shown in the following screenshot: Setting our resource’s availability Let’s say we want to create a flow to help sales reps…
Connecting flows and subflows 2
This flow, coupled with a Process Builder on the opportunity object, sends an email alert (using an Email Alert action): The flow is configured like so: This is the configuration of Mild Deal pause conditions: Pause Configuration for mild deal path This is the configuration of the Resume event for the Mild Deal path: Resume…