Flow builder series i
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The document outlines an agenda for a Salesforce Admin Group meeting on Flow Builder. It introduces Flow Builder as a tool for building complex business automations using clicks instead of code. The agenda includes an overview of Flow Builder features, an example, and a demo, with time for questions and answers. Key features highlighted are sending outbound messages, record-triggered flow elements, calling subflows, rolling back records in screen flows, and configuring scheduled paths in record-triggered flows.
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The document provides an overview of Salesforce development. It discusses that Salesforce is a cloud-based CRM platform with over 82,000 customers. It offers features for marketing, sales, services, and more. Salesforce can be customized through tools like Sales Cloud, Service Cloud, and Custom Cloud. Development in Salesforce involves creating objects and relationships, automating processes with workflows and approvals, building reports and dashboards, adding programming logic with Apex, and creating custom interfaces with Visualforce.
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The document discusses asynchronous Apex in Salesforce, including future, batch, queueable, and schedulable Apex. It provides examples of when to use asynchronous Apex over synchronous Apex to avoid governor limits. It explains key differences like higher governor limits for asynchronous Apex and the ability to call other asynchronous jobs. The presentation agenda is outlined and definitions of synchronous and asynchronous Apex are provided.
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The document summarizes different aspects of data security in Salesforce including sharing settings at the schema, record, and profile levels. It outlines sharing rule types like owner-based and criteria-based rules. It also notes that objects with "Controlled by Parent" sharing in the organization-wide defaults inherit sharing settings from the parent record. The agenda includes an introduction, overview of existing record sharing through rules, scoping rules, examples, and a question/answer session. A demo of these security concepts was also included on the agenda.
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The document provides information about preparing for the Salesforce Admin and Advanced Admin certification exams. It includes the exam outlines, topics to focus on based on weightage, tips for preparation such as completing trails on Trailhead and practicing sample questions. It also recommends doing a mini-project to gain hands-on experience applying the different topics. The session concludes with sample exam questions being discussed and answered for both Admin and Advanced Admin level exams.
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The document discusses roll-up summary fields in Salesforce and alternatives to using them when the relationship between objects is not master-detail. It explains that roll-up summary fields can only be used with master-detail relationships. Automation tools like process builder and flows are presented as alternatives that can perform roll-ups without code by integrating different processes. The document demonstrates these concepts through examples and a demo.
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- Tableau and Einstein Analytics both provide dashboards that can be useful out of the box or highly customized.
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Flow builder series i
- 1. Salesforce Admin Group, Trichy Flow Builder Series I
- 2. Kadhar Basha J Salesforce Admin Group, Trichy Trailblazer Community Group Leader Sundaravel J Salesforce Admin Group, Trichy Trailblazer Community Group Co-Leader Salesforce Admin Group, Trichy
- 3. Salesforce Admin Group, Trichy Speaker Kadhar Basha J
- 4. Today’s Agenda • Flow Builder • Features • Example • Demo • Questions & Answers
- 5. What is FlowBuilder? Logo • Flows allow you to build complex business automation using clicks instead of code. • As an admin, Flows are going to be your best Solution for your business problems because you will be able to handle the majority of complex business requirements without the help of a Salesforce developer.
- 6. Features Logo • Send Outbound Message with Salesforce Flow • Record-Triggered Flow Start Element Changes • Call a Subflow from a Record-Triggered Flow • Screen Flow: New Roll Back Records Element • Relabel the Navigation Buttons in a Screen Flow • Ability to Reconnect Flow Elements in Auto-Layout • Configure Batch Size for Scheduled Paths in Record-Triggered Flows • New ‘Minutes’ Options for Offsets
- 7. Example Logo
- 8. Launch DEMO