Salesforce Bootcamp Part 7 - Application Automation Pack

Salesforce Bootcamp Part 7 - Application Automation Pack

Salesforce Career Success Bootcamp - Contract Management Application Automation Pack - Making a Static SFDC App Dynamic.

Up to this point in the Salesforce Career Bootcamp Series of courses, we have dealt with the foundations and User Interface of the Contract Management Application. Now it is time to address some of the more complex pieces that we want to happen automatically, behind the scenes in Salesforce.

That means we will work through automating much of the Contract Management application (which we built in Module 6). Throughout the lectures found in this course, we will take this application from being static to dynamic – able to handle complex business use cases that can be deployed in a real-world environment and business.

One of the more complex things to master in Salesforce is knowing which automation tool to use, based on different scenarios. We will be covering Workflow Rules, Approval Processes, the Process Builder, the Cloud Flow Designer, Log In Flows, and we’ll also touch on scenarios for automation that require coding.

An effective application solution ensures that nothing falls through the cracks, and that’s where automation really shines in Salesforce. We will be creating workflow rules and accompanying actions, such as email alerts, tasks, email templates, field updates, and more.

We’ll also look at ways to combine and then retire multiple workflow rules into a single process. We’ll also cover how to make things happen years into the future inside of Salesforce, so that regardless of who’s working for the company in a few years, whomever owns a specific account can still be alerted whenever a contract is coming up for renewal.

It’s time to automate our Contract Management app!

This course is the seventh course of my Salesforce Career Success Bootcamp Series of courses - there are a total of 11 courses in this Bootcamp Series. This course builds upon the work we performed in the previous courses in this Bootcamp series. I recommend that you take these courses in sequential order.

Who is this Bootcamp Series For?

This Bootcamp Series and this course, the Contract Management Application Automation Pack, is intended for someone that is trying to land their first Salesforce job and has been told that they lack the appropriate level of experience. No certification or prior Salesforce experience is required. 

This Bootcamp series helps you expand and deepen your knowledge of the Salesforce platform. You will also come away with real-world applications that you can use in your own life – whether in an existing job, or helping you land you first, or next, Salesforce job.

Why I Created this Bootcamp Series of Courses

I surveyed my students to find out what the biggest challenges were that they faced in launching their own Salesforce career. The most reported obstacle to starting a Salesforce career was a lack of experience. I created this Salesforce Career Success Bootcamp Series to empower you to 'Make Your Own Experience' rather than passively waiting for someone else to bestow your first Salesforce job randomly.

Salesforce Bootcamp Part 7 - Application Automation Pack
  • Bootcamp Part 7 - Application Automation Pack Introduction

    Up to this point we have dealt with the foundations and User Interface of the Contract Management Application. Now it is time to address some of the more complex pieces that we want to happen automatically, behind the scenes in Salesforce.

    That means we will work through automating much of the C...

  • Automation Options in Salesforce

    In this lesson, we go through different automation options in Salesforce.

    Workflow Rules

    Approval Processes

    Process Builder

    Flows

    Apex Triggers

    We also look at the Which Automation Tool Do I Use resource.

    We then create Record Types on the Contract object to correspond to the Contract Page...

  • Creating Email Alerts and Templates

    In this lesson, we create an email template that we will use in our workflow rule and associated email alert.

    Workflow Rules are created via these steps:

    Select the Object

    Criteria - Evaluation Criteria - Created, Created and every time it is edited, or Created and any time it’s edited to subs...

  • Testing Workflow Rules and Email Alerts

    In this lesson, we discuss how to test workflow rules and email alerts. We address setting deliverability in an org. We also discuss the email log as another way to test if your workflow rules and email alerts are working.

    We then update our email template to include a clickable link to take the...

  • Creating Formula Field Dynamic Links

    We previously created an email template and discussed the need to make the link in the email template dynamic – i.e. not hardcoded to a specific instance of Salesforce. This is because the URL link in the email template will potentially break if we are working in a sandbox environment or if our U...

  • Creating Time-Based Workflow Actions

    We have been previously created immediate workflow actions. It’s now time for us to pivot into time-based workflow actions. These are actions that do not happen immediately, but are instead scheduled for a future date and time to fire.

    We create a time-based workflow action to create a new task....

  • Monitoring the Time-Based Workflow Queue

    In this lesson, we are introduced to the Time-Based Workflow Queue. We discuss how to filter the displayed items in the Time-Based Workflow Queue.

    Next, we test out what happens with a scheduled action when the criteria that placed it into the Time-Based Workflow Queue is no longer met.

  • Limitations of Workflow Rules

    In this lesson, we discuss the limitations of workflow rules. We start out by looking at the one workflow rule we have on the Contract object. We then create an additional workflow rule on the Contract object by cloning it. This gives us workflow rules related to the Sub-Status either Awaiting Pr...

  • Converting Multiple Workflow Rules into a Single Process

    In this lesson, we identify the issue with there being multiple workflow rules associated on the same object.

    We create a single process to take the place of the multiple workflow rules we created in the previous lecture.

  • Auto-Creating Contracts Using a Process

    In this lesson, we create a process to create a Contract every time a Client Account is created. We set the Account ID that the contract belongs to as a Field Reference in the Process Builder.

  • Creating a Flow

    In this lesson, we discuss the history and purpose of flows. We do a quick tour of the Cloud Flow Designer Interface (which has since been retired in favor of the Flow Builder.

    Resources:
    Which Automation Tool Do I Use - https://help.salesforce.com/articleView?id=process_which_tool.htm&type=0
    G...

  • Launching a Flow with a Custom Button

    In this lesson, I share the Generate Orders Package Implementation Guide with you. In that guide you can refer to each step of the various flows found in the package, along with a description of each.

    We then cover how to launch a flow from a Custom Button.

    Two of the three custom buttons work,...

  • Creating a Login Flow

    Another type of flow that we can create is a Login Flow. We use our Example Flow, which was a screen flow, and associate that with a Login Flow for users in the President Profile.

    To test this out, you’ll need to update the User Account for Allison President to have that user account associated ...

  • Introducing the Setup Audit Trail

    In this lecture, we look at the Setup Audit Trail to review all of the work we have done thus far in the Bootcamp.