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1. SALESFORCE DEVELOPER VIRTUAL INTERNSHIP Presented by Paluri Madhulika(21121A1282) Department of Information Technology Under the esteemed supervision of: Mr. P. Bhasha , M.Tech .,( Ph.D ). Assistant Professor, Dept of IT,SVEC. Head of Department: Dr. K. Ramani,M.Tech., Ph.D . Professor & HOD, Dept of IT, SVEC.

2. Contents Abstract Introduction Modules Conclusion References Certificate

3. Abstract Salesforce is a cloud-based CRM platform that empowers organizations to efficiently manage customer relationships and business processes. Offering a suite of tools for sales, marketing, and customer service . Salesforce enables users to store and analyze contact information, automate workflows, and gain insights through analytics. The “Process Automation Specialist” badge on Salesforce Trailhead likely focuses on the expertise in automating business processes using Salesforce tools, such as Process Builder and Flow. Achieving this badge typically involves completing a series of online modules and hands-on challenges that cover topics like workflow rules, process automation, and the creation of custom flows within the Salesforce platform. Earning this badge demonstrates proficiency in leveraging Salesforce automation features.

4. Introduction The mastery of fundamental aspects in Salesforce process automation is crucial for fully leveraging the platform's capabilities . One essential component is the skilful arrangement of the Action and Create Record elements, which form the framework for building complex processes. These components provide users the ability to easily develop and implement automated business processes. The effective use of configurations, resources, and flow actions enhances the capability to store important data in record variables. This establishes a solid foundation for flexible workflows that can easily adapt to the company's needs. The effective integration of the Get, Update, Decision, Assignment, and Loop elements within a flow becomes crucial as processes grow more complex, requiring advanced knowledge of these new components.

5. Modules 1. Approval Process Management Superbadge . 2 . Flow Elements and Resources Specialist Superbadge . 3. Screen Flow Specialist Superbadge .

6. 1.Approval Process Management Superbadge The "Approval Process Management" Superbadge unit is a specialized and hands-on assessment within the Salesforce Trailhead platform that is meant to measure an individual's ability to properly oversee and manage approval procedures. Participants are evaluated based on their ability to build, configure, and manage approval workflows, guaranteeing a thorough awareness of the complexities involved in developing simplified approval methods . Create an Approval Process Describe how the Salesforce Credential and Certification Program Agreement and Code of Conduct apply to superbadges. Identify the ways Trailblazers should seek help with superbadge solutions.

7. Fig1: Create an approval The above figure represents creation of the approval with appropriate fields like name, role, email, username, role and license. After creating an approval, some various actions that are triggered or executed when a record is first submitted or created. These actions can include workflows, processes, or other automation mechanisms that initiate specific processes or updates when a new record is added to the system.

8. 2. Flow Elements and Resources Specialist Superbadge 2.1 Flow Fundamentals Superbadge Unit: This assessment evaluates the configuration, optimization, and troubleshooting of approval processes within the Salesforce ecosystem. Participants are tested on their ability to create, modify, and manage approval workflows, updating existing flows to enhance automation, creating a formula for flow, use flows to send mail, update records. Successful completion of this Superbadge unit demonstrates the participant's capability to efficiently streamline Salesforce's business operations and affirms their expertise in approval process management .

9. 2.2 Flow Optimization Superbadge Unit: Users make the most of smart workflows by using important tools like Resources and Flow Actions. Being really good at essential things like Get, Update, Decision, Assignment, and Loop in a flow is super important for organizing business activities well. Optimizing the flows and the ability to recognize the benefits and drawbacks of various flow patterns is critical for selecting the best method for given use cases. 2.3 Flow Administration Superbadge Unit: These features allow users to build complicated processes by efficiently storing data in record variables using Flow Actions and Resources. Understanding the advantages & disadvantages of various flow patterns is critical for picking the best technique for certain use cases. Having a complete skill set in Salesforce flows allows professionals to make well-informed decisions, manage the complexities of process automation, and improve operational efficiency within the Salesforce ecosystem.

10. Fig2: Creating a new case The above figure shows how to Create a new case in Salesforce is a straightforward process that involves capturing and managing information related to customer inquiries or issues. Users can navigate to the Cases tab in the Salesforce Lightning Experience Upon clicking the "New" button, they enter essential details such as the case subject, description, priority, and status. , users assign the case to the appropriate owner or queue. This manual creation process through the user interface ensures that each case is accurately documented, allowing for efficient tracking and resolution of customer concerns

11. 3. Screen Flow Specialist Superbadge 3.1 Screen Flow Fundamentals Superbadge Unit: These Customers maximize the potential of the Screen Flow Fundamentals Superbadge Unit by carefully deploying important components such as Screens and Flow Actions, effectively controlling data intake and output, uses Flow elements and actions to create detailed records, Get records to find an updated record. Proficiency in core aspects such as Screen Components, Decision, Assignment, and Loop within a flow becomes essential for orchestrating flawless user interactions. Expertise in creating dynamic formulae inside flows is essential for creating intuitive interfaces with dynamic computations and logical processes. This complete skill set in Screen Flow Fundamentals enables professionals to competently develop and implement interactive processes in the Salesforce ecosystem, boosting user engagement and contributing to optimized operational efficiency.

12. 3.2 Screen Flow Distribution Superbadge Unit: Users can distribute and implement interactive processes with ease by utilizing key components like Flow Actions and Screen Components in the dynamic environment of the Screen Flow Distribution Superbadge Unit. Being proficient in key components such as Configuration of Screen Elements, Assignment, Decision, and Loop in a flow is essential to coordinating large-scale and successful user interactions. The ability to distinguish the benefits and drawbacks of various distribution strategies is critical for selecting the best solution for particular user circumstances. This comprehensive skill set in Screen Flow Distribution includes distribute established flows across user interfaces and enhance the existing flows to improve user experience

13. Fig 3:Dynamic Flow Process The above figure represents a dynamic flow process typically refers to the use of Salesforce Flow, a powerful tool that allows you to automate complex business processes in your organization. Salesforce Flow enables you to design and create guided, interactive processes to automate business tasks and collect data from users. Dynamic flow processes adapt to changing conditions and user input, making them flexible and responsive.

14. Conclusion The Process Automation Specialist Superbadge is a rigorous test of an individual's capabilities in Salesforce automation technologies, measuring not just technical ability but also problem-solving skills and strategic thinking. Through practical challenges, participants dig into the complexities of workflow management, process builder implementation, and flow design, getting hands-on expertise in solving real-world issues. This Superbadge goes beyond a typical examination, requiring a sophisticated grasp of how to adapt automation solutions to varied company demands, contributing to improved operational efficiency and informed decision-making within the Salesforce ecosystem.

15. Certificate

16. References https://careers.salesforce.com/en/ https://youtu.be/68X85SxAU1g?si=IsS3OYQeCr2DJgVV https://developer.salesforce.com https://developer.salesforce.com/docs/atlas.enus.object_reference.meta/obj https://trailhead.salesforce.com