Salesforce App Portfolio Module 7 – Application Automation

Salesforce App Portfolio Bootcamp – Contract Management Application Automation Pack – Making a Static SFDC App Dynamic

Up to this point in the Salesforce App Portfolio 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.

What you’ll learn

  • Throughout the lectures found in this course, we will take the Contract Management application we built in Module 6 of this Bootcamp Series of courses 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..

Course Content

  • Contract Management Application Automation Pack –> 16 lectures • 2hr 3min.

Salesforce App Portfolio Module 7 - Application Automation

Requirements

  • You ideally need to complete the first six courses in this Bootcamp series before starting this one..
  • The previous courses in this Bootcamp series of courses lay some of the groundwork that we will leverage in this course..
  • Some understanding or background with Salesforce will be helpful..
  • You do not have to have any Salesforce Certifications – this series of Bootcamp Courses actually makes a great supplement to your certification studies..

Up to this point in the Salesforce App Portfolio 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 App Portfolio Bootcamp Series of courses – there are a total of 11 courses in this 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 Salesforce Application Portfolio 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 App Portfolio 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.

History of this App Portfolio Bootcamp Series of Courses

I held three sessions of this App Portfolio Bootcamp, improving it greatly with each iteration, throughout 2018. What started out as a 6-course series quickly grew to an 11-course behemoth. And I previously ran these Bootcamps for a set amount of time and also provided live group coaching and 1-on-1 coaching.

I previously charged students $997 to enroll in my Bootcamp. Because I have elected to start doing additional Salesforce Consulting work and taking on project work (to keep my Salesforce skills current and sharp) I am unable to support the live components that were contained in the Bootcamp, such as the live group coaching webinars and the one-on-one coaching calls.

Because of this, rather than just retiring my Salesforce Career Success Bootcamp, I have elected to make it available to the masses and release it as a series of 11 individual courses here on Udemy. This way you can take them one at a time and make your own experience on your own schedule.

These courses are available on-demand and you can go at your own pace, take them multiple times, and reference them at your convenience.

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