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26 Cards in this Set
- Front
- Back
Calls an Apex class that implements the Process.Plugin interface. If you used the Tag property in thePluginDescribeResult class, the Apex class appears under a customized section. Otherwise, it appears under the Apex Plug-ins section. |
Apex Plug-in |
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Sets or changes values in variables, collection variables, sObject variables, and sObject collection variables. |
Assignment |
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Evaluates conditions to determine which flow path to take. |
Decision |
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Sends an email by using a workflow email alert to specify the email template and recipients. |
Email Alert |
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Creates Salesforce records using the field values from an sObject collection variable, or creates one Salesforcerecord using the field values from an sObject variable. |
Fast Create |
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Deletes Salesforce records using the ID values from an sObject collection variable, or deletes one Salesforce record using the ID value from an sObject variable. |
Fast Delete |
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Queries Salesforce records to assign their field values to an sObject collection variable, or queries one Salesforcerecord to assign its field values to an sObject variable. |
Fast Lookup |
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Updates Salesforce records using the field values from an sObject collection variable, or updates one Salesforcerecord using the field values from an sObject variable. |
Fast Update |
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terates through an sObject collection variable. For each item in this sObject collection variable, the Loop element: 1. Assigns the item’s values to a loop-specific sObject variable. |
Loop |
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Calls an object-specific or global action. |
Action |
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Posts a message to the feed for a specific record, user, or Chatter group. |
Post to Chatter |
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Creates one Salesforce record using field values that you specify individually. You can assign these values from flow resources, such as variables and screen fields. |
Record Create |
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Deletes Salesforce records that meet the filter criteria you specify. |
Record Delete |
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Queries one Salesforce record that meets the filter criteria you specify, and then assigns the record’s field values to separate, individual flow variables or individual fields on sObject variables. |
Record Lookup |
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Updates one Salesforce record using field values that you specify individually. You can assign these values from flow resources, such as variables and screen fields. |
Record Update |
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Displays a screen to the user who is running the flow. The screen contains fields for user input or for displaying information to the user. Fields and choices that you create for the screen are available as resources that you can reference elsewhere in the flow. |
Screen |
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Sends an email by using the flow to specify the subject, body, and recipients. |
Send Email |
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Serves as a temporary placeholder while you design a flow. You can convert Step elements into Screen elements. |
Step |
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Submits one Salesforce record for approval. |
Submit for Approval |
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Calls another flow in the organization. |
Subflow |
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Waits for one or more defined events to occur. |
Wait |
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*Telephone switch or PBX *IVR, ACD and other call processing *Sends/receives phone messaging *Send call data to the CTI Connector - Caller ID, Dialed Number, Customer Entered Digits (account#)
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Telephony System |
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*Primary function: translate messages to/from the telephony system *Customized for each telephony system *Can be customized to provide additional functionality *Maintains XML representation of the SoftPhone *Communicates with Salesforce via Webservices API *Complete source code provided to partners |
CTI Connector |
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*Primary function: render the SoftPhone *C# codebase *Not customizable *Converts XML into HTML to render the SoftPhone *AJAX and JavaScript communication with browser * Acts as proxy to send information to and from the browser |
Browser Connector |
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*AllHTML5 browsers supported *plugin or add-on required *LocalStorage used to maintain SoftPhone state in multiple tabs/browsers *postMessage used to send requests to Salesforce
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Browser |
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*Customer Data (caller ID, account#) *Call center user profile *Call center user authentication *CTI adapter configuration - call center, softphone layout, directory numbers |
Salesforce |