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Welcome to another “Automate This!” In this live-streamed video series, we cover all things automation, from use cases and best practices to showcasing solutions built by #AwesomeAdmin Trailblazers like you. With automation, you can remove manual tasks, drive efficiency, and eliminate friction and redundancy. In this episode, three community Flow experts showcase their record-triggered flow design pattern. This blog post covers the record-triggered flow Tom Hoffman discussed during the episode. As the Salesforce world transitions to Flow-only automation, the question of the “best” approach has been raised frequently and with different answers. I believe the ideal design pattern for a flow is the one that best fits the needs of your architecture and requirements; however, when you’re getting started, I recommend the One Per (Object) design pattern as the first option. Beginning with a pattern familiar from Process Builder, the One Per design pattern builds on existing knowledge and allows you to transition to other design patterns if your requirements point you in that direction. A familiar pattern Let’s look at the common Trigger-Handler-Class pattern used in Apex design. A record created/updated/deleted causes a trigger to fire. This trigger has no business logic. Instead, it uses a trigger handler (an Apex class) to apply logic and send the record through any additional Apex classes. Thanks to Jigar Shah for the image! Now, look at the Process Builder below. It follows the same trigger (navy blue box), controlled delegation (Decision element with business logic), and logic & utility (Immediate Actions) as Apex. This is the foundation of the One Per design pattern. We apply the same Trigger-Handler-Class pattern from Apex and Process Builder within the framework of Flow, adhering closely to the rules that govern Apex and Process Builder—specifically, the concept of one trigger, per event & order, per object. Let’s make sure we have a common understanding of the words we’re using. These definitions should keep us aligned: Trigger: Conditions that start automation Event: A DML Operation, for our purposes, limited to create, update, and delete Order: Order of Execution (OoE), where Before Save triggers are #3 in the OoE and After Save triggers are #14 Object: A standard or custom object in Salesforce The One Per design pattern defined At the heart of the One Per design pattern is a simple statement: You should only have one flow, per event & order, per object. With Process Builder, it was possible to have a single process for each object, but the flexibility of flow triggers mean we have to expand the ‘one per’ mantra to capture some additional nuance. Flows have three triggering events (create, update, delete) AND two places in the OoE—Before Save (#3) and After Save (#14)—so our One Per design pattern states that we should only have one flow trigger per combination of these events & orders. Just like we’ve built with Process Builder, this one trigger per event/order will not have any entry criteria, utilize multiple Decision elements for business logic, and then have actions for each decision (see One Per in Action below for examples). Possible Flow Triggers in the One Per Design Pattern Possible Flow Triggers in the One Per Design Pattern Event Order Entry Criteria Create Before Save Never uses entry criteria Create After Save Never uses entry criteria Update Before Save Never uses entry criteria Update After Save Never uses entry criteria Delete Before Save Never uses entry criteria Delete After Save Never uses entry criteria Any Asynch Always uses entry criteria Any Scheduled Always uses entry criteria Autolaunched Screen Not Applicable The One Per design pattern also uses a standardized naming convention. This allows for consistency with documentation, allows any user to visually understand the flow type and purpose, and allows us to create object automation list views that make navigation simple. One Per Design Pattern Flow Naming Conventions Trigger Naming Conventions Event Order Naming Convention Notes Create Before Save Object - Trigger - Create Only - Before Create and update can be combined or kept separate. Create After Save Object - Trigger - Create Only - After Update Before Save Object - Trigger - Update - Before Update After Save Object - Trigger - Update - After Delete Before Save Object - Trigger - Delete - Before Delete After Save Object - Trigger - Delete - After Create/Update Before Save Object - Trigger - Create/Update - Before If combining Create/Update; should not have separate update only flow trigger. Create/Update After Save Object - Trigger - Create/Update - After Asynch, Scheduled, and Screen Naming Conventions Event Order & Type Naming Convention Notes Create Asynch - After Object - Asynch - Create - After - Insert Multiple Child Records There are other permutations of asych, scheduled, and screen flows; these are meant to highlight the Object - Type - Event - Order - Description naming pattern. Update Scheduled - After Object - Scheduled - Update - After - Update Related Child Records Autolaunched Screen Object - Screen - Button Launched - Set Payment Schedule Dates Class Naming Convention Object - Class - Create a New Task Object - Class - Send an Email Object - Class - Update Records One Per design pattern in action The One Per pattern takes on the same shape as Process Builder in Flow. Starting with our record trigger, we have no criteria as we’re using our Decision elements as trigger handlers. Each Decision element holds the business logic and, based on that logic, routes to the appropriate actions before stopping OR continuing on to the next Decision element. You’ll notice that all of our actions are represented by Subflow and Action elements. With combining automation into this single record-triggered flow and the complexity of that automation, the screen would become quite challenging to read and understand. To support easy visibility and control, the One Per pattern only uses Subflow and Action elements in After Save flow triggers. For Before Save triggers, most actions are updates to the record triggering the automation and done using Assignment elements, so having your operations directly in the flow trigger is okay. After Save triggers tend to be more complex, and the subflow/action only layout creates a clean, simple-to-follow flow trigger. In addition to the simplified layout, moving actions to subflows allows them to be componentized and reused. See the example where based on the Decision – Sharing is Caring, we call the same subflow three different times (providing different inputs). The same flow class can be constructed and called from various places based on Decision elements to tightly control your OoE, reduce the number of active flows in your org, and ultimately make your org easier to maintain. Our foundational pattern is used for Before Save automation, but instead of calling subflows or actions, we use assignments to update values on the record that triggered the flow. We still have no criteria in our trigger and nothing is structurally different, just the type of Action element to the right of our flow trigger ‘handlers’ will typically be assignments. The other flow example is of an asynchronous flow in the One Per model. Because asynchronous flows require conditions in the logic (same with scheduled paths), they are purpose built, named accordingly, and have all actions directly on the layout; there’s less of a need for the subflow pattern. Why One Per? As you’ve noticed, the views on the best flow design pattern vary greatly. While none are wrong, I do believe that the One Per design pattern is the best starting point for the following reasons. Builds on existing knowledge The foundation of the One Per model follows the Trigger-Handler-Class pattern familiar to those with experience in Workflow Rules, Process Builder, and Apex. It allows an easy migration from Process Builder since most orgs follow the One Per model. Where there is a clear delineation, like an entirely new business unit that has completely different record types and processes for their Sales team, it could make sense to split the automation into two groups of flows. However, the rule of having as few triggers as possible per object/event should always apply. In this case, starting from the One Per design pattern, you can clone your existing flow and add/remove elements as needed to start the foundation of your new flow group. Moving the other direction (many flows to consolidated) is more challenging than going in the opposite direction, which is a key reason I recommend to start One Per until it no longer meets your needs’ approach. Provides simplified visualizations Looking at the examples above for Before and After Save triggers, a user can read down through the decisions and subflows/actions and from one screen have an understanding of the OoE, what is happening at each subflow/action, and the associated automation in general. With multiple flows, while the Flow Trigger Explorer is a wonderful tool, it has limited real estate. Plus, you’ll need to click into each flow separately to see what it’s doing and then also see the details of the flow, any subflows, and actions. Imagine what our After Save example would look like as four separate flows. How much longer would it take you to get an understanding of the Account After Save automation versus this view? This is another strength of the One Per design pattern and why, until requirements dictate otherwise, it’s an ideal starting place. Offers advanced control for Order of Execution Spring ’22 brought the Trigger Order value to the Flow Trigger Explorer, which is a pretty sweet feature to have available. Flow Trigger Explorer only works linearly though, from trigger A to trigger B according to the trigger order. In the One Per design pattern, based on record values or paths already taken, we have the ability to skip Decision elements and repeat Decision elements, providing an enhanced level of control over the OoE not available with one flow/per start criteria approach. We still have the full advantage of using Flow Trigger Explorer for moving our asynchronous and scheduled flows into the order we would like before or after our primary record-triggered flow. Creates consistency The naming standards for the One Per design pattern brings the language of declarative automation inline with that of our developer peers. This common usage of terms and patterns allows teams to collaborate better and can foster a better conversation around design from both directions. The approach means flows are all built according to the same standard and method, reducing the effort for documentation, training, and maintenance. Speaking of maintenance, you can debug from a single Before & After Save flow trigger in the One Per model, making testing and fixing updates involve less steps, screens, and time than other approaches. Enhances performance Luke Freeland is a thought leader for Salesforce benchmarking and has done a series of Flow benchmarks and write-ups since 2020 on this topic. In all of his testing, the single flow with multiple Decision elements outperformed the multiple flows with as much as a 3:1 margin. Two of his results are shown below: In the first, we see that the Ordered Start (Flow Trigger Explorer) multiple flow approach is about 15% faster in his tests; however, the efficiency gain in this sample size and methodology is minimal compared to the gain from multiple flows to single flows in his earlier benchmarking exercises. Resources Salesforce Architects Site: Record-Triggered Automation Guide Trailhead: Build Flows with Flow Builder External Site: Luke Freeland’s Metillium Blog: Flow Benchmarking Posts The post Automate This! — Tom Hoffman’s ‘One Per Object’ Flow Design Pattern appeared first on Salesforce Admins.
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living at your parents will truly make you do the most juvenile shit. currently i, a fully grown adult, am giving someone the silent treatment for literally the first time in my life
#its my parents bc my father said *im the king of this house. that means i dont need to listen to a damn word you say*#and my mother wouldn't even go *yes that is a very fucked up thing for him to say*#i need my own place so bad#but first i need a job that would pay for a place where i could take my dogs#im considering Salesforce admin training#explicitly me
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#my writing#yes i have polls now#and i am using them to collect data#what else can u reasonably expect from me#the salesforce admin who lives within me will never die
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What is the Role of a Salesforce Administrator?
In the digitally reliant business environment, maintaining exceptional customer relationships is paramount making it vital to hire a Salesforce administrator. For this hiring decision, you must know what are the core programming languages and technical skills required to leverage the full potential of Salesforce.
You will get the answer to this in this article where we will explore the key programming languages for Salesforce administrators and discuss what are the typical costs associated with hiring a Salesforce administrator.
Optimizing CRM Functionality Through Expert Administration
SOQL and SOSL
Salesforce Object Query Language and Salesforce Object Search Language are query languages for searching your organization’s Salesforce data. SOQL allows searching within a single object, whereas SOSL allows querying across multiple projects. A knowledgeable Salesforce administrator should be adept in using these tools helping the team access the data they need quickly and efficiently.
Apex
Apex is regarded as a Salesforce proprietary programming language with a Java-like syntax and serves as the backbone for executing transaction control statements on the Salesforce server. Proficiency in this language allows the developers to write business operations initiated by triggers on the platform. To customize your Salesforce environment beyond standard configurations, you need to hire a Salesforce administrator.
Visualforce
Though there is less emphasis placed on Visualforce, an understanding can still be beneficial for the administrators. This framework is majorly used to create custom user interfaces that are integrated with the standard Salesforce features. When Salesforce administrators have mastery of Visualforce it enables them to craft customized UI components for an enhanced user experience.
When you plan to hire Salesforce experts you must always keep on top of the salary trends in the marketplace. To conduct a salary benchmarking 2024, the Uplers salary analysis tool can be valuable. By making location-specific comparisons, this tool guides informed decision making helping you stay competitive in the recruitment market.
Conclusion
When you hire a Salesforce administrator it not only enhances your CRM potential but also ensures effective and efficient customer relationship strategies. Make informed hiring decisions to bolster your business’s CRM efforts for sustained business growth.
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Top 5 Must-Have Skills for a Successful Salesforce Admin Career
Customer relationship management (CRM) systems are becoming indispensable for organisations in today's digital environment to handle their connections with both present and potential customers. Salesforce is a leading tool in this category, providing a wide range of CRM solutions that are utilised by businesses all over the world. An administrator plays a crucial function in the Salesforce world. A competent Salesforce administrator can improve user experience, accelerate organisational performance, and streamline business procedures. But what are the essential abilities needed to succeed in this position? Let's examine the top five abilities that a Salesforce administrator has to possess.
1. Salesforce Configuration and Customisation: The capacity to configure and customise the platform in accordance with the requirements of the organisation is fundamental to a Salesforce administrator's duties. This entails using tools like Process Builder and Flow Builder to create up objects, fields, workflows, validation rules, and automated processes. Effective configuration requires a deep understanding of Salesforce's data model and all of its components. Furthermore, the Salesforce ecosystem places a high value on declarative development expertise, which involves making changes via point-and-click setup as opposed to writing code.
2. Strong Analytical Skills: Proficient Salesforce administrators are able to comprehend business needs, spot inefficiencies, and suggest workable solutions by utilising Salesforce's features. They need to be skilled in acquiring and interpreting data in order to produce insightful conclusions that inform choices and enhance workflow. Gaining proficiency in interpreting data and communicating practical recommendations is essential for this position, regardless of whether one chooses to use analytics tools such as Einstein Analytics or creates bespoke reports and dashboards.
3. User Support and Training: Ensuring that users know how to use the platform to its full potential in order to increase productivity and efficiency is a crucial part of a Salesforce administrator's job description. Leading user training sessions, producing documentation and tutorials, and offering continuing support and direction all need on strong training and communication abilities. An effective Salesforce administrator not only sets up the system but also gives users the tools they need to take advantage of all of its features, which eventually increases user happiness and adoption.
4. Problem-Solving and Troubleshooting: Problems and obstacles in the Salesforce environment are inevitable and can take many forms, from human error to technical malfunctions. For a Salesforce administrator to identify the source of problems and take prompt action to fix them, they must possess exceptional debugging and problem-solving skills. This can mean working with technical support to resolve platform-related problems, automating process troubleshooting, or fixing data integrity problems. Seeking efficient solutions to problems and being calm under duress are essential to preserving system stability and user trust.
5. Constant Learning and Adaptability: New features, frequent updates, and changing best practices characterise the dynamic Salesforce ecosystem. As a result, a successful Salesforce administrator needs to exhibit a dedication to lifelong learning and flexibility. Keeping up with the most recent Salesforce updates, taking part in training courses, obtaining certifications, and actively interacting with the Salesforce community via user groups, forums, and events are all part of this. Salesforce administrators may make sure they have the newest resources and expertise necessary to succeed in their positions by remaining informed and welcoming change.
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Don't miss this opportunity to enhance your skills, boost your career prospects, and become a sought-after Salesforce admin. Enroll in Salesforce Admin Certification Training at LearNowX today and unlock your full potential in the Salesforce ecosystem.
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Get Salesforce admin training & placement at Quantoknack Training. Enroll and become a certified Salesforce Admin through our best courses & online classes.
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Empower your career with our Salesforce Admin Online Training course, designed to equip you with the skills and knowledge needed to excel in the evolving world of Salesforce administration. As businesses increasingly rely on Salesforce to drive customer success, the demand for skilled administrators has never been higher. Our comprehensive online training program is tailored for both new entrants and experienced professionals seeking to deepen their expertise. Through a blend of theoretical knowledge, practical exercises, and real-world scenarios, you'll learn to configure, manage, and optimize Salesforce environments effectively. Our expert instructors guide you every step of the way, ensuring you gain hands-on experience and confidence to pass the Salesforce Admin Certification exam. With flexible learning schedules and support from a community of peers, our Salesforce Admin Online Training is your gateway to becoming a certified Salesforce administrator and unlocking new career opportunities in the thriving Salesforce ecosystem
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There are some lesser-known apps and features that can help streamline your work and maximize your salesforce efficiency even further. Here are five of them -
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The IdeaExchange is where you can share ideas with the Trailblazer Community and Salesforce Product Managers. Throughout the year, you use your voice to shape Salesforce products by posting and upvoting ideas, then prioritizing top ideas three times per year. Typically in January, May, and September, during a 2-week Prioritization cycle, anyone with a Trailblazer.me profile is given 100 virtual coins to allocate to the ideas they want to see on product roadmaps. Then, we use the results to determine which new features to build for upcoming releases. During the previous Prioritization cycle in January 2022, 6,000 of you Trailblazers told us which ideas were your favorites on the list. Hats off to all who participated! Now, let’s take a look at our winning ideas you’ll see delivered in upcoming releases. Shall we? 1. Commerce winner: Make category and category fields available as a searchable in Commerce Allow search admins to include category and category fields as searchable fields in Commerce. This would ensure that a shoe categorized as a “tennis shoe” appears if a user searches for “tennis shoe” even if “tennis shoe” isn’t a part of the product name or description. Estimated GA Release: Good news! The team was able to pull this work in earlier than expected and searching by category is now available. 2. Nonprofit winner: Elevate Email Receipts – Custom domain support Support the use of custom email “From” addresses for the sending of email receipts in Elevate. The Elevate admin interface would validate the setup of SPF records and automate the creation of DKIM signatures that could be added to the client’s DNS records. Estimated GA Release: Winter ’23. 3. Platform winner: Improved record type management Allow mass assigning/unassigning of record types to permission sets and view which permission sets have access to a record type in a consolidated view. Estimated GA Release: Spring ’24. 4. Platform winner: Include permission set groups in delegated admin Allow delegation of who can manage and assign specific permission set groups. Estimated GA Release: Winter ’24. Now what?! Maybe some of your ideas are winners and will soon become new features through the release planning and development process. Then again, maybe you submitted an awesome idea to the IdeaExchange, but it didn’t go up for Prioritization. Not to worry! We have expert insight into how you can make your idea attract attention on the IdeaExchange. Explore this helpful article on how to craft an idea that will stand out amongst the crowd! Start prioritizing today – the May 2022 cycle is open! Head over to the IdeaExchange right now and start prioritizing ideas through June 6, 2022. We want to hear from you on the next features to build for Spring ’23 and beyond. Unfamiliar or new to Prioritization? Watch this short demo and learn how to allocate coins to your favorite ideas on the Prioritization list. Ways to learn about Prioritization 1. Hit the trail Curious to know exactly how ideas get selected for the Prioritization list? Find answers and learn how to work with our product teams on the IdeaExchange by earning a shiny new badge. Take the IdeaExchange Trailmix to dive deeper into the idea lifecycle and rewatch True to the Core sessions for the latest product roadmap updates. 2. Stay updated You can help shape the future of the IdeaExchange by joining the conversation in the IdeaExchange Reimagined Trailblazer Community group on the Trailblazer Community. To receive updates about winning ideas and reminders before the start of each cycle, please make sure you set your communication preferences to receive Salesforce marketing emails, and opt in to IdeaExchange notifications on your Trailblazer.me profile. The post 4 New Ideas on the Product Roadmap Admins Will Love appeared first on Salesforce Admins.
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Here, are the core responsibilities of a Salesforce Architect
Read More @https://s2-labs.com/blog/become-salesforce-architect/
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