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.