Automation tools and sales plus automation.
So let me see the stem automation.
What does automation as we all know.
Automation is basically the technology by which the process on a procedure which we do on a regular
basis is performed let's say less or minimally human assistance deck is quiet as automation automation
in fact like not only applies to software our system fairly applies to any industry out there.
Automation is basically the next level also taking up other business.
In fact like automation gives higher production rates increased productivity more efficient use of for
the available resources and obviously better quality product quality.
So there are numerous benefits of automation and especially if you see sales force here we can automate
our business task order processing contact management information chatting audio Manjoo monitoring hardware
tracking customer management in order a performance evaluation like the list goes on and on.
So automation can be applied almost like in any business process in Salesforce flutter as such like
us we say no for increased productivity and better use of the resources so automation is inevitably
sensible.
Also we have several powerful automation tools that we can use for our everyday business process.
So what roles are different automation tools that we haven't since fulls formula sees an approval process
welfare rolls.
Process builder lightning floor builder IPv6 and we should force these on the automation bills that
say Schools Office first as a formal office of schools as a senior admin.
You should be very much aware of this formula fees is a very powerful tool that actually cuts down the
bunch of calculations that we do all right.
It basically takes in formulas and gives you the data the way you want it so you'll give the formula
you'll give the weight has to be calculated in formula fields is basically calculating the data based
on the input that is given and then displays the data in the form that you want it.
I discard this formula is it basically a wide bunch of calculations next is up to look process
approval process automates how Sanders feels that guards are uploading your dog so line and approval
process.
We define the various steps necessary for an accord to be approved and who approves it.
In each step on top of it we also define what all the actions to take place based on what happens during
the approval process whether it is approved or denied.
So in case if it is approved then what has to happen if it is rejected then what has to happen.
So all these we define an approval process so approval process automates.
How does that guards up applauding the lessons.
OK perfect the third one is workflows love you to rule is another very efficient and powerful tool that
we have in stencils that we use for automating other organizations standard process even workflow is
also like you must be very well aware ofa being a senior admin workflow in white defined and creating
a workflow as we basically set up by the criteria for our work photos and what all the actions that
has to take place when the criteria is satisfied and blood flow rules are very efficient and very common
tools that we set up in almost every object says force.
In fact process in the letter.
I would say it is a better wash an awful lot to lose.
You know he does the next level a look foods.
He does a point and click tool that allows us to easily automate the business process.
Look locals also leg work for automating the business process but process comes into picture when it
is even more complex when there are multiple conditions out there.
Then we go for plus the another big advantage of using a process that is zagged.
It gives us a graphical representation of how all of processes we can see know what all the terms that
are defined and what happens in each and every step process.
Is a much more efficient washing off look.
The next is lightning slow build up.
The biggest advantage of Lightning Fill builder is that it isn't only tool that gives us a visual representation
through which we can create screens.
That gives us that gives the users a visual representation and guides them through the business process.
In fact among all the tools that I listed out here a lightning or slow build it is only tool that allows
us to create an application that automates a business process which also enables us by providing them
user data.
Basically it can collect user input in real time and then process it based on how it is defined.
So Lightning Fill but that gives that kind of visual representation.
In fact they can look up at clouds create records update delete records for multiple objects.
In fact I'll even invent I said deletion a lightning flow the that is the only tool that tangles a deletion.
None of the other automation tools that we discussed handles deletion other than Apex we should pause
the declarative automation tools are the fist fight.
Basically the point and click tools then like we have no code in log other than apex and visual force
the first to fire are the declarative automation tools and among these are declarative automation tools
Lightning Fill but that is the only tool that handles deletion of records.
And the final one here is the apex and we should force it fix and we should pull it out.
Basically code based automation tools and the legal for a fix.
Only when we are not able to solve that a business requirement using any of them declare it to automation
does what we.
Then we go for coding like then that is a custom logic.
When the business process is still complex one of the declarative tools to handle in those scenarios
the Apex maybe a solution for that.
So all right.
So these are different automation tools that we haven't since.
I'm all these.
I wasn't saying that I mean we are very well aware of the informal fields approval process workflow
rules.
We know what they are.
In what scenario applies and how we configure those automation booths how do we use those automation
tools right.
We discussed a vote on these indeed dead in the water a basic argument goes in I think like we also
did a quick gutty about a couple of them never advanced at Monash.
However like we discussed in detail about the flustered t that is formula fees approval process work
flows in a basic admin go.
So please do quickly check.
The basic argument goes if you want to recap on all this.
So you never advised admin goals will not be going in detail about all these the flustered three the
formula is workflow approval process and the workflows will be concentrating more on the process and
the lightning flow build up so in the whole coming sessions will understand to how do we probably should.
Approval process which we did not disclose earlier.
What are all the different methods of troubleshooting approval process and we directly go to process
that we see like how the how how we can configure that and how we can use that and also the lightning
flow.
And after we are done with all these then we look fed of all of the all the automation tools.
What are the capabilities of the automation tools.
What scenario.
Which automation has to be used in what on combinations we can use these automation tools.
So those concepts will be discussing in this chapter.