Author: zeusexam

Selecting the right charting option In the previous chapter, we saw some different ways to create a chart, and dashboard charts are no different. Indeed, we can create bar charts, stacked bar charts, line charts, donut charts, funnel charts, and scatter charts. Gauge and Metric charts are not available on the report charting options. The…

Filtering dashboards Before talking about filtering a dashboard, let’s see the previous dashboard from the Save As action. Create a new Sales Amazing Dashboard, which will cover only opportunity-related stuff (I’ve added a simple metric component that shows the number of opportunities for the current year): Dashboard created by cloning another dashboard using the Save…

Subscribing to a dashboard Dashboards are not refreshed every time we open them; that’s the reason behind the refresh button. Like reports, we can enable users to subscribe to the dashboard to refresh them automatically and receive the results by mail. We can create a daily recap of the status of the call center (unclosed…

Automation with Workflows Before closing this book, we’ll dive into process automation and show the main features for providing a highly efficient process design. In this chapter, we’ll see what process automation is and which tools the Salesforce platform delivers for an administrator to enhance process automation; then we’ll focus on workflow rules, a platform…

Building workflow rules If you are on your path to become an advanced administrator, I assume you are already familiar workflows. As a quick reminder, workflows are the oldest tool available on the Salesforce platform to run automations in an organization. This feature is a so-called if/then statement tool, which means that if a condition…

Automated actions When a workflow rule’s criteria is matched, the related actions (called automated actions) are executed: they can be built and reused whenever necessary, meaning that more than one workflow can trigger the same actions. Workflows can use the following actions: All these actions can be used on the approval and entitlement processes as…

Cross-object field updates When an object is a child of another object, it is possible to update a parent object field from a child object field update; this feature only works on custom-to-custom, custom-to-standard, and some standard-to-standard master-detail relationships. Only the following parent standard objects are supported in custom-to-standard master details: For standard-to-standard master-details, these…

Outbound message actions Outbound messages are used to send some of the record data to an external system (it can be an ERP, an inventory system, a product management system, or whatever your CRM is integrated with). Although outbound message actions can be configured in point and click mode, they require a bit of developer’s…

Time-dependent actions Actions can be executed hours or days after a given date. To add time-dependent actions, the workflow must be inactive and the evaluation criteria must not be set to Evaluate the rule when a record is created, and any time it’s edited to subsequently meet the criteria. Remove the Notify if Lead is…

Automating Record Approval with Approval Processes After workflow rules, another important member of the process automation family is approval processes. They are a way to define criteria to decide whether Salesforce users can submit a record for approval to managers and automatically apply the required actions depending on whether the record is approved or rejected….