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Up Next in The Complete Salesforce Classic Administrator Certification Course

  • Workflow Automation Introduction

    The next Knowledge Area is Workflow Automation. In this intro lesson I discuss the topics contained in this section of the course, such as Workflow Rules and their actions, Process Builder, Flows and Approval Processes.

  • Workflow Rules

    This lecture teaches you how to create various workflow rules. Evaluation criteria options for workflow rules to fire are covered in depth. Once a criteria for a workflow rule is met, any actions are then executed, which is covered in the next lecture.

  • Workflow Actions

    This lecture introduces you to the various actions available via workflow rules. You can send email alerts, perform field updates, assign tasks and send outbound messages, and we run through each in this lecture. Workflow Actions are powerful tools that you can leverage to automate your processes...