Mastering Salesforce Flow For Enterprises
Download Mastering Salesforce Flow For Enterprises PDF/ePub or read online books in Mobi eBooks. Click Download or Read Online button to get Mastering Salesforce Flow For Enterprises book now. This website allows unlimited access to, at the time of writing, more than 1.5 million titles, including hundreds of thousands of titles in various foreign languages.
Mastering Salesforce Flow for Enterprises
Author: James A Hutcherson
language: en
Publisher: BPB Publications
Release Date: 2025-01-30
DESCRIPTION This book gives you the knowledge to create real-world automation using Salesforce Flows. It starts with a detailed review of business process automation and the fundamentals used to discover, model, analyze, and optimize business processes. You will learn how each step of the process aligns with the information required to create efficient and effective Salesforce Flows. You will then examine how core features included within Salesforce are used to establish and enhance business processes across your instance and applications. You will see how Salesforce features were developed to help improve the collection of data, automate business processes, and enhance outcomes from the start. You will learn the best practices and frameworks used to improve how your business functions continually. With step-by-step instructions, you will learn how to create, test, debug, and improve Salesforce Flows using Flow Builder for several types of flows, including Screen, Record-triggered, and Screenless flow. You will examine how to design subflows that can reduce redundancy within your Salesforce instance. You will also learn when and how to use each flow type in an optimal way. You will examine how the use of advanced features such as AI for Flow, Flow Trigger Explorer, Flow Orchestrator, and Transform features improve your business automation outcomes. KEY FEATURES ● Learn how BPM simplifies creating flows and why hyper-automation and composability are crucial for businesses. ● Work with Screen, Screenless, and Triggered flows while troubleshooting and fixing errors effectively. ● Understand how AI improves automation and creates smarter workflows. WHAT YOU WILL LEARN ● Learn to use Salesforce Flows to automate complex business processes. ● Understand the different types of flows and when to use them. ● Improve usability, scalability, and security for your applications with flows. ● Identify and use best practices when creating new process automation. ● Understand BPM fundamentals and how to use them to create better flows. WHO THIS BOOK IS FOR This book is for administrators, developers, business analysts, and architects who want to learn and master Salesforce Flows. It is ideal for those looking to automate complex business processes, improve efficiency, and integrate AI capabilities within their environment. TABLE OF CONTENTS 1. Setting the Stage for Flows 2. Business Process Management Fundamentals with Salesforce Flows 3. Extracting Business Processes for Automation 4. Process Automation in Salesforce 5. Using Core Salesforce Features in Automation 6. Introduction to Salesforce Flows 7. Flow Builder Fundamentals 8. Understanding Flow Builder Elements, Connectors, and Resources 9. Mastering Screen Flows 10. Record-triggered Flows 11. Screenless Flows 12. Building Effective Subflows 13. Flow Trigger Explorer, Orchestrator, and Transform 14. Optimizing and Testing Flows 15. Using AI in Flows
Mastering Salesforce Experience Cloud
Author: Lillie Beiting
language: en
Publisher: Packt Publishing Ltd
Release Date: 2024-10-04
Your guide to unlocking business potential and technical mastery with essential to advanced strategies for launching and maintaining top-tier Experience Cloud sites effortlessly Key Features Empower your team and your organization to lead and maintain an Experience Cloud transformation Master out-of-the-box Experience Cloud features, custom development options, and development best practices Curate a consumer-friendly Experience Cloud site that maximizes value for your company, while keeping maintenance costs low Purchase of the print or Kindle book includes a free PDF eBook Book DescriptionEmpowering your target audience to interact effortlessly with you and your product offerings is a critical aspect of business in the modern era. Users expect easy, professional digital experiences when engaging with organizations. However, creating engagement applications from scratch is challenging, and connecting user behavior with your organization’s data is even more complex. Enter Salesforce Experience Cloud sites, website portals built on the Salesforce data model that seamlessly connects your user data to your user experience. Mastering Salesforce Experience Cloud focuses on the human-centric nature of this product, beginning with a comprehensive guide on designing for your organization’s desired users and ensuring success for both internal teams and end users. After exploring the real-world applications of Experience Cloud and reviewing license models, this book provides a beginning-to-end guide to mastering the technical backend of this product, covering both out-of-the-box settings and customization techniques. By the end of this book, you’ll have gained a deep understanding of the Experience Cloud data model and customization options to create engaging, user-centric digital experiences that deliver value to your organization and stakeholders. What you will learn Define your audience and identify your overall strategy for an Experience Cloud site Understand the technical and operational strategy needed to support your site Work with the Experience Cloud data model and standard template features Determine when to use Visualforce, Aura, LWC, or LWR while exploring custom development options Get to grips with the how Salesforce Flow and Triggers work Leverage marketing automation, knowledge base, and communication in the site Find out about site launch tactics, user creation, site moderation, and ongoing reporting Who this book is for If you want to understand the intricacies of Salesforce Experience Cloud, transform your client experience, enhance your enterprise architecture, and create a scalable, world class-customer web experience that smoothly integrates with an existing Salesforce instance, this book is for you. Business leaders, IT leaders, Salesforce developers, Salesforce admins, and web teams tasked with delivering and maintaining an excellent, integrated Experience Cloud portal will benefit from this book. Ideal for readers with Salesforce experience in any cloud or a basic grasp of Service Cloud features.
Mastering Salesforce CRM Administration
Learn about the Advanced Administration Certification Examination and build a successful career in Salesforce administration About This Book Build your skills and knowledge to crack the Advanced Admin Certification Examination Leverage the advanced administration capabilities of Salesforce and Salesforce1 Optimize and extend Sales Cloud and Service Cloud applications Who This Book Is For This book is written for Salesforce admins who are looking to gain an in-depth knowledge of the Salesforce platform and grow their value in their organization. It will teach them to implement and design advanced business process automation for the benefit of their organization. What You Will Learn Adopt Lightning Experience to improve the productivity of your organization's sales team Create and maintain service entitlements and entitlement processes Process Builder basic and advanced concepts Different ways to deploy applications between environments Best practices for improving and enriching data quality In Detail The book starts by refreshing your knowledge of common admin tasks. You will go over Lightning Experience and various security aspects. You will be shown how to implement territory management in your organization and make use of custom objects. From here, the book progresses to advanced configuration, data management, and data analytics before swiftly moving on to setting up advanced organization-wide features that affect the look and feel of the application. Extend the capabilities of your organization's Salesforce implementation by optimizing and extending Sales Cloud, Salesforce1, and Service Cloud applications. This guide will equip you with the tools you need to build a successful career in Salesforce. Style and approach The book takes a straightforward, no-nonsense approach to working with the Salesforce CRM platform. It is filled with examples, advanced use cases, and all the resources you need to be a Salesforce Jedi.