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Salesforce CRM Administration Handbook
book

Salesforce CRM Administration Handbook

by Krzysztof Nowacki, Mateusz Twarożek
April 2024
Intermediate to advanced content levelIntermediate to advanced
328 pages
9h 20m
English
Packt Publishing
Content preview from Salesforce CRM Administration Handbook

7

Automation Tools

In the previous chapter, we delved into the intricacies of user management. I hope that this will help you manage your users. This chapter is where the fun starts, as it will introduce you to automation. Sounds interesting? I think so.

In this chapter, we will cover topics that are essential in the daily life of your organization, namely the following:

  • Approval processes
  • Flow Builder
  • Apex triggers
  • AI in Salesforce

Approval processes

We’ll start this section with a question: do you remember as a kid asking your parents for permission to have sweets or to spend time playing Warcraft or Starcraft with friends? I think all of us asked our parents for something at some point. But what if such a request was automated? Imagine ...

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Publisher Resources

ISBN: 9781835085691