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Mike Wheeler has taught over 135,000 students how to use the Salesforce platform and pass a multitude of Salesforce Certification Exams.
Custom Report Types enable you to report on 3 or 4 related objects. This lecture goes through the example of reporting on accounts with contacts and cases. We then run through cross-filters and grouping in reports.
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.
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.
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...