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...
We go through the process of setting up an approval process from start to finish. Covered in this lecture are the two different wizards you can use to set up an approval process, the initial submitters and actions, record locking, request recalling, page layouts for approval forms, and the proces...
The Salesforce Lightning Process Builder is a newer option available to administrators to perform more complex functionality than is available through traditional workflow rules. Via the Process Builder, you can perform advanced actions, such as create new records, perform cross-object field upda...
