SALESFORCE DEVELOPER VIRTUAL INTERNSHIP

Presented by
M YASHWANTH KUMAR (2311226863)

Department of Information Technology

Under the esteemed supervision of:

Dr. Head
V. Jyothsna , M.Tech.,(Ph.D).
of Department:
Associate
Dr. Professor,
K. Ramani,M.Tech.,Ph.D.
DeptProfessor
of IT,SVEC.
& HOD,
Dept of IT, SVEC.
 Contents

• Abstract

• Introduction

• Modules

• Conclusion

• References

• Certificat
 Abstract
• Salesforce is a cloud-based CRM software that assists enterprises in successfully managing
business operations and customer relationships. Customers may use Salesforce to store and
analyze contact information, automate workflows, and get insights through analytics. It offers a
set of tools for sales, marketing, and customer service. The Salesforce Trailhead badge "Process
Automation Specialist" most likely emphasizes the user's ability to automate business processes
using Salesforce tools such as Flow and Process Builder. Earning this badge often entails
completing a number of online courses and practical exercises covering topics like as process
automation, workflow rules, and designing custom flows inside the Salesforce platform.
Obtaining this badge demonstrates proficiency with Salesforce automation technologies.
 Introduction
 In the complicated realm of Salesforce process automation, gaining control over core
components is crucial to fulfilling the platform's full potential.

 The skilled organization of the Action and Create Record components, which create the
framework for developing complicated processes, is one critical component.

 These components enable users to simply create and deploy automated business
processes. The employment of Resources and Flow Actions in these settings enables the
effective storage of essential data to record variables, laying the framework for flexible
workflows that adapt to the demands of the firm.
 Introduction
 Understanding Salesforce flows requires the ability to discern between the benefits and

cons of various flow patterns. Understanding the distinct advantages and disadvantages
of Screen Flows, Auto-launched Flows, and Scheduled Flows is critical.

 With this knowledge, users may select the optimum type of flow for a certain use case,

ensuring efficiency and maximum performance.

 Modules
1.FLOW FUNDAMENTALS SUPERBADGE UNIT
2.FLOW OPTIMIZATION SUPERBADGE UNIT
3.FLOW ADMINISTRATION SUPERBADGE UNIT
 1 .FLOW FUNDAMENTALS SUPERBADGE UNIT

The Flow Fundamentals Superbadge Unit within Salesforce is designed to deepen

users' understanding and proficiency in creating and managing business processes
using the Lightning Flow tool. Participants engage in a hands-on learning
experience, tackling real-world scenarios to demonstrate mastery of Flow concepts.
This Superbadge focuses on essential skills such as creating flows to automate
business processes, handling complex logic with decisions and formulas, and
incorporating screen elements for user interaction. As users progress through the
unit, they gain practical expertise in designing efficient and effective flows to
address common business challenges. Successful completion of the Flow
Fundamentals Superbadge Unit signifies a high level of competency in leveraging
Salesforce Flow to streamline workflows and enhance overall process automation
within the Salesforce ecosystem.
 SUPERBADGE PROGRAM SECURITY
• The Security Superbadge presents users with a series of challenges that require them to apply a
comprehensive understanding of security principles within Salesforce. Participants are tasked with
securing sensitive data, implementing proper access controls, and addressing potential
vulnerabilities. This hands-on approach allows users to demonstrate their ability to configure
security settings effectively, ensuring the confidentiality, integrity, and availability of data.
 FLOW BUILDER BASICS
• Flow Builder is designed with a user-friendly, drag-and-drop interface that enables users to design
workflows visually, without the need for extensive coding. This empowers business users and
admins to create complex processes by simply dragging elements onto the canvas, connecting
them with arrows to define the flow of the process. The visual representation makes it easy to
understand, modify, and optimize workflows, enhancing the overall user experience.
 Flow BUILDER LOGIC
• Flow Builder allows users to incorporate decision elements, which are essential for creating logic
within a flow. Decision elements enable users to evaluate conditions and direct the flow's path
based on the outcome. By setting criteria and defining branching logic, users can create dynamic
workflows that respond to specific scenarios. This capability is crucial for building flexible and
adaptive processes that cater to different business conditions.
2.FLOW OPTIMIZATION SUPERBADGE UNIT
The Flow Optimization Superbadge Unit within Salesforce focuses on enhancing users'
proficiency in designing and implementing efficient and scalable flows. Participants are
challenged to optimize existing flows, improving their performance and resource utilization.
This unit emphasizes best practices in flow design, including bulk processing considerations,
efficient use of resources, and minimizing the impact on system performance. Through a series
of hands-on challenges, users refine their ability to create flows that not only meet functional
requirements but also operate seamlessly at scale. Successful completion of the Flow
Optimization Superbadge Unit signifies a mastery of advanced flow concepts, ensuring
participants can architect high-performing and resource-efficient automation solutions within
the Salesforce platform.
 BUILD A SIMPLE FLOW
• Use the Assignment element to create and manipulate variables within your flow. Variables store
and manage data that can be used throughout the flow's execution. Assign values to variables
based on user input, system information, or the results of calculations. This enables you to
dynamically control the behavior of your flow and ensures flexibility in handling different
scenarios.
 FLOW BUILDER LOGIC
• Use Decision elements to introduce conditional logic within your flow. Decision elements allow
you to evaluate conditions based on field values, formula expressions, or variables. Depending on
the outcome of these conditions, you can direct the flow down different paths. This capability is
crucial for creating dynamic and adaptive flows that respond to varying scenarios, making your
automation more intelligent and flexible.
• Incorporate Loop elements to iterate through sets of records or perform a series of actions multiple
times. Loops are particularly useful when working with collections, such as a list of records. By
using loops, you can efficiently process multiple records with a single flow, reducing the need for
repetitive actions. This is beneficial for tasks like updating or analyzing each record in a list,
enhancing the overall efficiency and scalability of your flow logic.
3.FLOW ADMINISTRATION SUPERBADGE UNIT
The Flow Administration Superbadge Unit within Salesforce is designed to elevate users'
proficiency in the strategic deployment and management of flows across the Salesforce
platform. Participants engage in a series of challenges that assess their ability to create,
optimize, and troubleshoot flows effectively. This unit emphasizes advanced skills in flow
design, versioning, and deployment strategies. Participants are tasked with mastering the
orchestration of complex business processes through the use of subflows and invoking
flows from different contexts, such as process builder or Apex triggers. Successful
completion of the Flow Administration Superbadge Unit signifies an adept understanding of
flow governance, ensuring participants can implement and maintain efficient and scalable
flow solutions within diverse Salesforce environments.
 BUILD A SIMPLE FLOW
• Incorporate Record Update elements to modify and update records within your flow. These
elements allow you to automate the process of changing field values on records based on specified
criteria. By updating records dynamically during the flow execution, you can ensure that your
Salesforce data remains accurate and aligned with the evolving needs of your business process.
• Insert Pause elements to control the timing of your flow. Pauses can be used to introduce delays
between steps or actions, providing time for external processes to complete or ensuring that users
have sufficient time to interact with screen components. Adjust the duration of pauses based on
your specific requirements, such as waiting for asynchronous processes to finish or creating timed
intervals between different stages of the flow.
• Leverage the debugging tools available in Flow Builder to troubleshoot and optimize your flow.
Use the "Debug" option to step through the flow's execution, inspect variable values, and identify
potential issues. The debugging process allows you to validate the logic and behavior of your flow,
ensuring that it functions as intended. This iterative approach helps in refining the flow and
addressing any unexpected outcomes during the development phase.
 Conclusion

Salesforce stands as a transformative force in the realm of customer relationship management (CRM) and business

automation. As a cloud-based platform, it offers organizations a scalable and customizable solution to effectively

manage customer interactions, streamline business processes, and drive overall efficiency. Salesforce's robust

ecosystem, including its vibrant community, extensive marketplace, and continual innovation, positions it as a dynamic

and versatile tool for businesses of all sizes. With features like Flow Builder, Lightning Experience, and AI-powered

analytics, Salesforce empowers users to not only centralize customer data but also leverage advanced tools for

automation, collaboration, and data-driven decision-making. Its continuous evolution and commitment to customer

success solidify Salesforce's status as a leading player in the ever-evolving landscape of enterprise technology .
Certificate
 References

1.www.trailhead.salesforce.com

2.www.developer.salesforce.com

3.https://www.youtube.com/user/salesforce

4.https://shorturl.at/pty13

5.https://developer.salesforce.com/docs