Salesforce Admin Training Week 5 – Automation

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Salesforce Admin Training Week 5 (Version 1) – Automation

Following on from Salesforce Admin Training Week 4 – 28 Sept 2021

 

EXAM TOPICS TO COVER

 Workflow/Process Automation: 16%
    • Given a scenario, identify the appropriate automation solution based on the capabilities of the tool.
    • Describe capabilities and use cases for Flow.
    • Describe capabilities and use cases for the approval process.

 

Meeting topics

Which Automation Tool Do I Use? – https://help.salesforce.com/s/articleView?id=sf.process_which_tool.htm&type=5

Salesforce to retire Workflow Rules and Process Builder – https://www.salesforceben.com/salesforce-to-retire-workflow-rules-and-process-builder/

  1. Declarative Automation options
    1. Workflow
    2. Approvals
    3. Flow
      1. Screen flows – https://youtu.be/GKq1i9YpqPQ?t=110 (2019) & https://youtu.be/CFOmq5tygxs?t=53 (2020)
      2. Autolaunched flow (No Trigger)
      3. Schedule – Triggered Flow *
      4. Record Triggered Flow *
      5. Platform Event – Triggered Flow *
      6. Templates
    4. Process Builder
  2. Coded Automation options (For reference)
    1. Triggers
    2. Order of execution

 

TOPICS & LINKS

Build Flows with Flow Builder on Trailhead (estimated at ~3 hrs 55 mins) – https://trailhead.salesforce.com/en/content/learn/trails/build-flows-with-flow-builder

Build a Discount Approval Process – https://trailhead.salesforce.com/en/content/learn/projects/build-a-discount-approval-process

Understand the concepts but not the detail:

Workflows – https://shreysharma.com/workflows/

Detailed flow training by Apex Hours – https://www.youtube.com/watch?v=og6WyT2Ry-Y

Triggers – Apex Academy: How to write a Salesforce trigger

Order of execution – https://developer.salesforce.com/docs/atlas.en-us.208.0.apexcode.meta/apexcode/apex_triggers_order_of_execution.htm

Upcoming changes

 

MEETING RECORDING