In our eighth weekly live session, we look at the various automation tools which Salesforce provides, such as Workflow Rules, Process Builder, Flows and Approval Processes. I also introduce you to the Automation Home (Beta) screen.
We work through retiring multiple workflow rules in favor of an individual processes. I also provide you with sample processes.
Curriculum Spreadsheet - https://docs.google.com/spreadsheets/d/1OWoHWE9xaGIJq6x-9Z6v5DDa92DQWocCyrX3zCjTfPA/edit?usp=sharing
Which Automation Tool Do I Use? - https://help.salesforce.com/articleView?id=process_which_tool.htm&type=5
Sample Process: Opportunity Management - https://help.salesforce.com/articleView?id=process_example.htm&type=5
Process Builder Welcome Page Disappears - http://mikewheelermedia.com/process-builder-welcome-page-disappears/
Best Practices for Designing Processses - https://help.salesforce.com/articleView?id=process_considerations_design_bestpractices.htm&type=5
Process Visualizer Retirement - https://help.salesforce.com/articleView?id=000321969&language=en_US&type=1&mode=1
Mike Wheeler Media+ Subscription - 75% off for 3 Months - http://learn.mikewheelermedia.com?code=live75
Which Automation Tool Do I Use? - https://help.salesforce.com/articleView?id=process_which_tool.htm&type=5
Process Builder Example - https://help.salesforce.com/articleView?id=process_example.htm&type=5
Process Builder Welcome Page Disappears - http://mikewheelermedia.com/process-builder-welcome-page-disappears/
Best Practices for Designing Processes - https://help.salesforce.com/articleView?id=process_considerations_design_bestpractices.htm&type=5
Process Visualizer Retirement - https://help.salesforce.com/articleView?id=000321969&language=en_US&type=1&mode=1
Flow Templates - https://appexchange.salesforce.com/appxStore?type=Flow
Reporting Snapshot Demo - https://learn.mikewheelermedia.com/salesforce-certified-administrator-lightning-experience-part-4/videos/reporting-snapshot-demo
Historical Trend Reporting - https://learn.mikewheelermedia.com/salesforce-certified-administrator-lightning-experience-part-4/videos/historical-trend-reporting-demo
Mike Wheeler's Salesforce Administrator Certification Practice Tests - https://bit.ly/salesforcepracticetest
Workflow Rule Migration - https://trailhead.salesforce.com/content/learn/modules/workflow_migration
Lightning Flow - https://trailhead.salesforce.com/en/content/learn/modules/business_process_automation
How's everyone doing tonight? I'm very excited to get started with week eight of our live Salesforce administrator certification course and we're going to be talking about Process Automation tonight. One of my favorite topics.
And so we will get started here right away. We've got a lot of ground to cover. And just as a reminder, please do.
post any questions you might have into the chat or not into the chat actually been into the Q&A section, I should say, and I'll answer those live as I can. And then as well.
I'll try to monitor the chat. But for the most part I'm typically in the QA section, more than anything, and let me
see here. Alright, so this is week eight and for our agenda, tonight we're going to be doing our poll, like always. Let me go ahead and get that started as well.
Let me know if you can't see my screen or my slide deck as well, if you would. And so want to know how you're doing as far as being caught up or not basically with the whole we're also going to be covering
Weekly assignment recap go through workflow rules and actions as well as process builder will also look at which automation tool to use and how to decide, depending on different scenarios which is the right tool.
For what you're trying to accomplish as well. So for our poll this week as always want to find out if you're caught up, or if you fall in behind or if you're not only caught up, but you're
On to next week's assignments as well. So take a look at our stats from last week and at this time last week 27% were caught up 68% were pined
And 5% were on to next week's assignments and so I have seen some chatter in the Facebook group.
Around people feeling overwhelmed or feeling like they're behind its kind of par for the course. I do try to structure this to really stretch you and push you to
Try to just keep going and cover as much ground as possible over these nine weeks if you are behind, you're not alone. Just do the best you can with getting caught up as you can, and do, please.
Place your thoughts on the on the pole as well for this week.
I'll leave that up for another moment here to give people a chance to vote if they're coming in late or anything. It looks like a good amount of voted already
And about the same amount as before. So let's talk for a moment about the week seven recap, as far as what we covered last week. And this is either live or in the assignments that I also want to revisit
Or add something to reports and dashboards this week as well, something that came up in the Facebook group that I wanted to point you to
And provide links for as well. So last week we looked at the different report formats and the primary for that you'll need to be familiar with.
And in the order of complexity would be tabular summary matrix and enjoined reports we looked at the implications of in how to change report formats.
Religious summary formulas we looked at bucketing and creating cross filters, as well as custom report types in addition to dashboards and dashboard components we went into how
Dashboards utilize underlying source reports and then depending on the format of the report dictates what types of components.
Those are compatible with. So if you have any questions related to last week's coursework or anything that we've covered up to this point, just put that in the Q&A section.
And we'll get those answered, either now or soon for you live and then let me share the results of the poll. It looks like we have about the same people keep them about the same pace.
On the progress so
Now, I wanted to do a follow up related to reports and dashboards or analytics knowledge area, just briefly, and there was a question in the Facebook group. Someone was saying that they didn't understand.
Reporting snapshots or historical trend reporting and so just so happened that I just recorded new content related to those two topics that I was adding to the admin.
Course series as well as my ad advanced admin course series also want to give you these links. I'll put these links in the chat. The first is the reporting snapshot demo.
And this is on Mike with their MEDIA PLUS, and let me put that in the chat and then I'll also provide you with a link to historical trend reporting demo. Also, and so that's the first link was for reporting snapshot and then second is historical trend reporting.
So, then those new ones I added to the curriculum spreadsheet as well. Let's was asking about that is that part of the curriculum. I have inserted a couple of role rows in the curriculum spreadsheet.
Highlighted as well. And I've also included the links to those videos. And so that has been added to the week seven curriculum right after the initial video about
Reporting snapshots and historical trend reporting. I then have the new videos where I go in depth on each of those two and demonstrate how that works. And it is
A more complex topic. And so I wanted to provide more detail there. So I wanted to make sure that you are aware of that. So now, since we are
In Week eight. Now this has to do with workflow and process automation. This is a pretty involved knowledge area is where Salesforce really starts to shine as far as taking data.
And it no longer being static, but being dynamic and having will set in motion for updates to occur automatically based on certain conditions. And this is really where
I began to see the power of Salesforce was when I discovered how you can perform updates through workflow rules and processes.
And really when I discovered Salesforce. It was before the process builder even existed. So really was with workflow rules.
And the company actions that could be set up and configured with clicks instead of code, which is known as declarative.
That I really saw that I could actually build enterprise level applications with just knowing how to configure things properly.
And so, leading up to this point of discovering Salesforce anytime that I had to create a website. I was really good at.
Doing HTML and the Hypertext Markup HyperText Markup Language for websites. But really, the types of websites that I could build back then were
Like a brochure. It was static information in anytime that I needed data to be updated dynamically. That's where I really
hit the wall as far as my own capability. I usually had to outsource that to someone else, that knew how to do or connect thanks to a database, for example. And so when I discover Salesforce and
All right, so when I discover Salesforce, though I really saw the power of these workflow rules and other tools now that are available and so
I want to start diving in by covering something very basic that is important to make sure that it has been said in your org now.
This may or may not have been set yet, but it's always a good idea to set a default workflow user in setup nests under process automation settings.
And there's a setting in there as well, to where you can turn on or off the old cloud flow designer.
Now one thing to know about flows. It is one of many different declarative tools you can use to perform automation and Salesforce.
It's important to understand that up to my most recent understanding of what's on the exam flows are not specifically on the admin exam. They really come into play more with process.
Or with platform app builder certification or advanced admin or Sales Cloud consultant
Or even a developer one certification. That's where he starts to see flows come into play more, but I do want to show you how you can turn the old or disable access to the old cloud flow designer from this screen as well as setting a default workflow user
So that's under process automation settings. So if you go into setup and do try and follow along if you can live with me and I'm going to do a search for process automation settings.
And I assume that everyone can see my screen. Okay.
So process automation settings in setup you can set a default workflow user. It's a good idea to set that and typically that will be yourself or an administrator, a lot of workplace organizations will have some sort of
Account that is used for automation that may not be tied to an individual person, but it may have just some generic name like system.
automation account or something like that. And oftentimes, as well, you'll use that type of account to hook into other third party platforms.
And that way you're not having your own name show up as making these updates that you actually didn't perform
That makes it more clear to your end users that you're not working at three o'clock in the morning, but have some automated process that far these things off, but I want to go ahead and set a default workflow user
And you can go ahead and put yourself here in this instance just search for yourself and then select and click Save and I want to show you as well over here. The other item about the cloud flow designer.
That is the older tool for creating flows it, as I mentioned, that's not on the admin exam and I am having to go back into process automation studies, after I made my change. It's that my default workflow user
It did take me to a different screen. So I had to go and click process automation settings again. And somewhere in here. I met a search for
So there is this use the enhanced flows page and separate paused and schedule on nation pages. Let me make sure there's no other settings here for flows.
Let's look for designer.
Okay, so they've kind of changed the check mark for that. Not that it really matters on the exam, but I wanted to mention that you can
Use the enhanced flows page and that will be for the new
Flow builder and what Salesforce did, and you'll see this as some of my older content and I do speak somewhat on flows, even in my admin course in the off chance that it does come up
On the exam, and I will talk a little bit towards the end was how you can find some example flows on the App Exchange. If you want to install some in your own or
It doesn't hurt to learn flows, because it is the most powerful tool, short of apex classes and triggers for doing automation, but you can get to some settings there through the process automation settings and so
Let's look at what the primary process automation tools are now some of these will be on the exam. Some of them will not
And the oldest automation tool that is still available to this day is the workflow rules.
There's a lot of limitations to how those can be used and Salesforce is moving more towards encouraging people to use process builders instead of workflow rules.
But workflow rules are still around. There's no timeline for them to go away entirely and so it is very important for you to understand what can be done with workflow rules, especially on the exam and
Diane has a question. What's the difference between flows and the process automation setting so flows are actual complex tools that you can configure and these can be
Either where you click through and a screen. It's like a screen wizard with branching to where you can do like surveys and that sort of thing.
Or flows can be almost like an apex trigger to perform actions will go into workflows are more when we look at the different designations and limitations on these different automation tools.
The, the thing that you were referring to those as well with the process automation settings that is just a behind the scenes setting.
In a screen where you can set up certain designations, such as the default workflow user that way, whenever workflow rules or processes fire, for example, especially
Workflow rules if something to set to happen in the future, or if you have some scheduled job that is set to happen in like three in the morning that
Or some workflow rule that triggers some sort of update, who is the user that is associated with that update and so that would be the, the default workflow user. Okay.
So workflow rules are the foundation, the oldest process automation tool and the newer would be processed builder and then as well. Another
process automation tool that you'll likely see on the exam has to do with approval processes.
And then other things that you can use for process automation that are not on the exam would be the flow builder, which we were just discussing
And then a subset or the flow builder or a type of flow, you can create is a login flow.
And that's where certain things happen whenever you first log into Salesforce, for example. And then finally you get into more developer
type things when you're dealing with Apex triggers and classes, but that is another tool that is available to you to do process automation in Salesforce. It's just not on the admin exam.
And so I wanted to introduce you, though it to a new automation home screen. This is currently in beta. And from the screen you can create a lot of different types of process automation and that's
Under automation home. And let me show you that in setup.
And here we've got this link for automation home beta now in my own org. I don't have any workflow rules or processes or flows or apex trigger set to fire. And so there's no data as far as usage here.
As far as numbers go but this is a homepage for where you can create different types of process automation now clicking the Create button.
Will show you that you can create a flow, a process builder and then other things such as the next best action.
That has to do with Einstein and that goes well beyond the scope of the admin exam as well approval processes are on the admin exam and then workflow rules as well. Now I want to start off by talking about workflow rules.
And when you first select to create a workflow rule. It has this page here called Understanding workflow. Now one thing to note
Is that on this page is saying what is a workflow is specifically these four items here for task email alert field update and outbound message.
That is something that would not hurt for you to memorize are what are the associated actions that you can perform
From a workflow rule and how this works is you create a rule. And then based on certain conditions if those are met, then one or multiple actions can be created either immediately or at a time based fashion. So I'm going to create a
Very basic workflow robo I'm going to show you a few notes on workflow rules before we dive into creating them.
And so, and you'll notice with most process automation, whether it's a workflow rule or process or a flow typically
These or even an apex trigger for that matter. These typically operate at the object level so that anytime a new record is either
Created or edited or perhaps even delete. It's like with Apex triggers you can have things happen upon deletion, for example.
But in the instance of workflow rules. Anytime a record that belongs to certain object is either created or edited.
You can have these workflow rules fire based on a set of criteria to perform one or multiple actions and these things have to be scheduled into the future or happen immediately. So, for example, I'm going to just click Continue. From this workflow rules splash screen here.
And create a very basic workflow rule. First step first order businesses to click new rule. And as I mentioned, these are fired off at the object level. So depending on the object that you're dealing with. You will want to create
Workflow rules for the object that you're interested in. So for example, I want to work with the opportunity objects so that
Anytime an opportunity is created or potentially edited to meet a certain set of criteria. Want some sort of action or actions to occur.
So now once you've selected your object, then you can name it and then provide the evaluation criteria you notice as well. This is a three step wizard here anymore. Step two or three first step was selecting the object. Now we need to name this role of set the criteria so
Let's just do a workflow rule to wear something special happen if an opportunity has an amount that is greater than a million dollars.
This will be a type of alert that we want to go out or some something to happen to draw our attention to these large deal. So I'm going to going to call this rule name large deal
And now another thing we probably need to spend a moment on has to do with the evaluation criteria. Now you can specify workflow rules to only evaluate when the record is first created
Or you can say that you want this workflow rule to evaluate whenever a record is created or every time that it's edited so that every time any sort of update is made.
It is evaluated. Now there's a note for the second option here. If it's every time it's edited, you cannot add time dependent actions. So any updates have to be done immediately if you're evaluating the criteria. Every time a record is edited not typically you'll either want
But not always. But typically you'll either want something to happen only upon initial creation or when it's created or anytime that's edited to subsequently meet the criteria.
Meaning you don't want to evaluate every time, but just the first time that it meets the criteria do the actions.
But then if there's other edits and it hasn't changed, and still meet the criteria. You don't want to send multiple email alerts. For example, you don't want to keep
Changing the date to today's date on a field update. If it met the criteria days ago, for example.
So there's a also an informational box here with more details around that third designation. That is one that's often confused.
Having to do with whenever it's edited subsequently meet the criteria, the main things to remember is if you do evaluated every time or records created, you've got to do immediate actions. It makes sense because if you're trying to do something with a time based notification, then
If he says something to happen a day from now and then there's five more edits that could really clog up the
The plumbing of Salesforce, if you will, and really slow things down and there might be some updates that are missed and
Alright, so let's do this. So we want to have some, something happens whenever an opportunity is greater than a million dollars. And so we want this to be evaluated whenever the opportunities first created or
Or if it's updated later. Let's say is created at $900,000 and then we edit to say that's $1,000,001 then that was subsequently meet the criteria. So then we would. Let's do an email alert.
As a way of doing an action to alert us that we have a large deal here.
And so, the list is asking a question. So when creating a deal. Okay, so she's kind of looking at the inverse
Let's say that we create a deal that's $2 million and then later other edits, or maybe the deal is still over a million, it will still trigger
It would still trigger if you had this middle option. I've created in every time it's edited.
If there's a new opportunity and it was a $2 million opportunity. If we select the first one, then it would just trigger upon creation, because it's $2 million upon creation.
This third option, it would trigger upon creation and then anytime. It's edited subsequently meet the criteria of what that means.
Is if we make other edits and it's still meets the criteria of 2 million. It's not going to do it multiple times, it'll just do it upon creation.
Now if we were to make an edit and bring it down to under a million, then it would no longer meet that criteria.
So it's in like a different type of state or status, if you will. And then if we subsequently make further edits and say that it's $1.2 million then
Is subsequently meets the criteria. So then it would do the action again for a second time.
But if you're just making edits and it's always meeting the criteria, then it'll only do it the first time, I won't do it. Subsequent times, if that makes sense. So you can always test these things out as well. I do encourage people to try these out and see what happens.
Because it's a little confusing. And once we get hands on with it'll make more sense as well. So let's go with this third option and we'll test it out and see what happens here by support. So you've got some options for the rule criteria.
As far as
You can do when criteria are met, or formula evaluates to true.
And so typically, I just tell people to just do whatever is easiest for you. And so since this is a pretty straight
Straight four criteria we're not evaluating multiple fields. We don't need a bunch of if then knots or oars and all that kind of stuff. We're just trying to see is the amount greater than a million dollars okay so
We'll say greater than a million.
When the opportunity amount is greater than 1 million, and then we'll do save and next
And so now we have a shell of a workflow rule, we have a workflow rule, but we don't have any actions tied to it. So step three of three is to say, okay, now
We have our workflow rule we now need to add a workflow action. Now we can either do
Immediate workflow actions or time dependent actions were something that can happen into the future, or we just haven't happened immediately now.
I'm going to set this up to do an email alert. But before I do that, I want to note that there's four primary options here.
And I mentioned during the workflow rules splash screen. How would be a good idea to memorize this four different actions that you can perform from a workflow rule.
And those would be to create a new task, an email alert a field update or an outbound message. These are the four actions I was referring to.
The spiff option is selecting an existing actions. So if you had previously created a an email alert or filled up date or a task or an outbound message you could select an existing one. Now I've not done that. And so I'm
Right, I guess technically I could select an existing action, but let's go ahead and create a new email alert.
And so for this email alert. We're just going to call this large deal and do try to follow along if you can if you fall behind. Just trying to cut up either during the break, which is that the halfway point or by watching the replay.
Now one thing with email alerts is typically you will want to create an email template before you get to this point and this is one of those things where
Is challenging to teach because we're talking about creating a workflow rule that gets into the immediate action.
That is tied to that workflow rule, which leads to, oh, by the way, we need to have created an email template now for sake of time.
And I didn't want to start with all let's create an email template and then do all this stuff.
We're just going to select an email template, because there's some that are available, out of the box in our free Salesforce developer account. And so the idea is that we would send an email alert whenever there's an opportunity that's greater than a million dollars.
I don't think I've got like a large deal alert or I might. I'm not sure. I'm just going to search for the word deal. And I don't think anything related to opportunity.
And I don't. So I'm just going to select
I'm just going to select a
Just one of the email templates, just to so like something. Okay. And the idea here is that we are creating a new email alert and you associate that email alert with an existing email template. Okay.
Now once you are creating an email alert you need to determine who is receiving this email alert whenever the criteria of the workflow rule as Matt.
There's a lot of options here for user or roller roller subordinate, you can send an email to the owner of the opportunity, or you could even
Send an email to whatever email address resides in an email field on the record itself. So we could have some email field on the opportunity in this instance. And then we could
Select that email filled. Now, we don't have any email fields on the opportunity object so that doesn't work.
We can do case teams account owners. So this is kind of cool options here because this is an opportunity and the opportunity may be owned by someone different than the owner of the account.
And so you could. In this scenario, say, okay, the owner of the account will receive the email alert, even though they may be different than the owner of the opportunity
And then as you select these different designations or recipient is on the left, the list of available recipients updates. And so what I've done is I've selected recipients of the account owner and then myself as a user
Now I would often add myself as a recipient on email alerts, because as an administrator, you're an employee have people saying
Salesforce is broken. I didn't receive an email. And if you're also receiving the emails or if you're getting those to some sort of support inbox that you can have access to and see
You can look at the records and see when that email alert should have been sent based on the criteria and when I met that criteria when it was last updated.
You can go in the inbox. Find the email see that they're copied on it as well and say, oh, let me Ford you another copy of that. It's just a way of
Preventative maintenance or troubleshooting anticipating that people will just delete emails.
And it said that Salesforce is broken and we just need to go back to spreadsheets and stop my fault. I'm not doing my job. I'm checking my email. It's Salesforce this fall.
So this is a way to kind of cover your behind, if you will. So I've created the email alert, which is tied to this workflow rule that we're creating
And I just selected a basic email template, you can add additional email addresses. So one question you might wonder about
Is can you send emails out of Salesforce to non Salesforce users, the answer, that is, yes, this is one way to do that is through these email alerts via workflow rule.
You can just put any email address in there to your heart's desire is not the greatest solution, though, because whenever you hard code in email addresses. It's hard to troubleshoot or find those instances, if people are getting emails that they shouldn't. And so typically
These would be where you would put your own email address in here to kind of troubleshoot or to test and then gracefully bow out of that distribution whenever you feel like things are going well.
So that you're not getting emails from an org, years and years later, from email address. Okay, check this out.
Previously on the earlier slides and I can't remember what the screen was called those where we go into the settings. It was the process automation settings screen. It was there that we set the default workflow users.
We specified ourselves as the default workflow user. But you can actually set all of your workflow rules and subsequent
actions such as email alerts to go and appear as being sent by someone else, whomever that default workflow user is typically
If you're not wanting to gum up your own email inbox as an administrator, if you have some sort of system process user account.
You could specify that user as the default workflow user. And then these emails that come in.
Won't confuse anyone, they'll realize this is a auto generated message based on something happening Salesforce and it's not just Mike at three in the morning decided hey
I'm going to email Betty about this million dollar deal. I'm not working late. It's the process automation.
default user doing that. Now, if you don't select default workflow user's email address, then the current user's email address is the one that will be used to send the email through Salesforce as so if
Some co worker creates or edits an opportunity and the amount is greater than a million dollars, then
Whomever does that creation or that edit whoever the user is that fires that workflow rule, it will come from their email address and status. So that will tell us. Okay. It was this user that made that edit and so now that we're getting this email alert.
So I'm going to click Save. In this saves the email alert as an immediate workflow action.
Now you may be wondering, can we do multiples of these yes you can. You could do in addition to email alerts you can do one or multiple tasks you can assign a task to someone, such as a reminder, a day from now or immediately or set a
Due Date on a task to do something such as to call on this opportunity, you can perform filled up dates so that
Based on if this workflow rule does far you could then update fields. And let's look at field updates for a moment, because this is a very
powerful tool and typically as well. You cannot do cross object field updates. I'm giving you an example of one that you can because we're on the opportunity object. Now there's a master detail.
It's actually it's technically it's look up, but there is this parent child relationship opportunity is the child of account and at least in this exception to the rule.
You can do a cross object filled up day going from opportunity up to account and you could actually perform filled updates on the account object.
So let's see.
So what I'm going to do.
Right. So what I'm going to do is because we're dealing with an opportunity that's worth more than a million dollars.
We want to perform a field update on the account that the opportunity belongs to. So that is known as a cross object field update
It's very limited places you can do that via workflow rule and typically for cross object updates you want to do that in a process builder, which will look at here momentarily.
But I wanted to show you how there is some limited functionality getting cross object. Your doesn't hurt to try.
And with this instance because opportunity as a child or the account. We can go up to account. So then the field. I want to update whenever there's a million dollar opportunity.
That belongs to an account. I want to update a field on the account, which is a pic list Phil called upsell opportunity and I want to specify
This as yes there is an upsell opportunity. Basically what this would mean
Is if this account has an opportunity that's greater than million dollars. Then we have an opportunity to upsell them on something else. Basically the thinking would be
If they're spending a million dollars more we can sell them on something else as well, just whatever. So I'm going to say upsell opportunity on account.
So we give them the name tag down on that for the unique name the API name field to update his account for upsell opportunities specific value of yes
Go click Save. We've now created a new field update that is associated with this workflow rule. And so now for sake of time.
I'm not going to do any time dependent actions, but you can add things to happen a day from now or a month from now or a year from now, a good example.
Of something that needs to be done. A year from now would be for contract renewals Mrs Southern that happens a lot, is you want to send some sort of set a task or an email alert to whomever the account owner is
That a contract belongs to him that may change hands or maybe belonging to someone else. A year from now, and so you can set that up.
So that it will fire a year from now, and it will go to either email or task for filled up date or whatever.
But as long as it doesn't meet the criteria, it'll just sit there and just wait for it's time to do its thing. A year from now.
All with clicks and started codes. So we've created a workflow rule. We've created to accompany immediate actions. One is an email alert. One is a filled up day
And this is on opportunities that are grit greater than a million dollars in the amount. Now, something that you'll forget and I forgot. Many times, is to activate workflow rules and it's something that where
You've got to make sure it's active in order for it to work. Now let's test this out.
Typically what I like to do is test things out on a new opportunity rather than editing an existing one. Just to make sure. Now we are in the spring 20 release of Salesforce, you should be in spring 20 if you're in a free developer account.
So with that comes new functionality of the app launcher. And so there is this pop up that comes up whenever you click on the three by three grid, the app launcher. Some call it the waffle.
And this gives you some of the apps you can search here. I'm looking for just the sales app, not the sales console and some selecting the cells application because I just am trying to get basically into an app that has opportunities.
And we want to create a new opportunity.
that's greater than a million dollars.
Let's say, let's say 2 million
Close date will put out into the future, a few days opportunity name.
I want to go ahead and associate this with an account because we've got a filled up date that we want to happen on the account. And so I'm going to select American banking Corp.
For the account. And so if our workflow rule works. One of the field updates the field update should update on that account for upsell opportunity and selecting yes for that.
We need to set a stage. I'm just going to set it to prospecting and see if we have anything else we need to do going to click save. And so if you're following along, you should receive an email.
Related to that, because it is a large opportunity. I'm going to see if I can get into my email here.
Just to make sure that everything is going swimmingly. I'm trying to think of which email of my billion email addresses this is tied to
And then while we're doing that we could look at the account at the opportunity belongs to, and see if we can find under details upsell opportunity. Hopefully it's in the page layout.
So here we see upsell opportunity and is selected as yes is so that tells us that our workflow rule is working.
And I don't have filled history tracking on here. If I had that set on that object. I could see the time exactly that. That was updated to. Yes. And then the user that trigger that workflow rule myself would be the user that caused that edit on the account and looking for my email.
And remember, we just selected a kind of random
Oh, the wording of the email might be a little weird. And that's just because the template that was selected was just at random.
And yes, so I got the email says your case has been updated so I just got my email. A minute ago. Very cool. So it appears that
That worked always love it when things work and
So let's talk about which automation tool to use. Now a very personally got into workflow rules before diving into which tool to use. And it kind of out of order with the
The slide deck, I'd kind of decide on the fly. Let's do a workflow rule. Before we get into which tools to use
I'll give you this link as well. It's a help article called which automation tool and I refer to this early and often. And I think I've got it up on my screen as well. But let me copy this. Put it in the chat and share that with you as well.
And unless you are correct. The template from the email is just related to it, we find that off with whatever template we chose now in a real world, you would have the amount
Or the opportunity name a link to the opportunity, you'd have all that an email alert and you'd have to worry, something like good news. We have a million dollar deal, click here to go to the opportunity and you would have like the account name, for example, but that is a good point.
So here is the help article, and that's the which automation tool. It's on one of these tabs here. So in this help article which automation tool do I use
There's a lot of verbiage, and it's hard to relate to this until you've actually gone in and had a need for doing an update on a record and there's a lot of just
boilerplate information. But what I really want to draw your attention to this table. And in this table across the
Top here the top row has four different columns process builder flow builder workflows and approvals. So workflow would have to do with workflow rules which we just work through
And so these are not in the order of complexity and flow builder is not necessarily on the admin exam. So we're not going to
Worry about it a whole lot other than knowing that there is an option where process builder ends and before you get into APEX triggers and classes, there is the flow builder that may be able to do what you need done so you don't have to resort to code. Now you don't need to memorize
You don't need to memorize all the different designations of this table, but a few that are important to
Point out are the complexity level with workflow rule. It does handle a single if then statement if you remember in the evaluation criteria. Now you can combine the criteria.
Like, basically, if all these things are mad if all this criteria is met, then fire, and if not, don't and that's the end of it. If you want to do some other evaluation, you got to create another workflow role.
With process builder and we'll look at this here when we come out of the break here momentarily.
You can do multiple if then statements you can evaluate. Okay. Does this criteria meet. If so, do this, if not evaluate another if then statement. If so, do these things. If not, you can go and evaluate a third, fourth, etc, etc. Now,
This is saying that workflow starts when a record is changed. I was saying when a record has changed, or when it's created, but
You can see how these things are launched, or how they're called and it can get pretty complex. And you see what the complexity.
The easiest will be workflow role and then process builder would be next, and then flow builder would be the most complex
And then process builders kind of a beast unto itself. And it's more whenever a record needs to be approved by others.
And especially if you want to lock down something and have it submitted for approval, like an expense report or a time card or
or something of that sort. And I think a time card is a good example of an approval process where you're submitting that you work these hours. Someone else approves it.
You want that lockdown. Even after approval as well so that someone doesn't change the record after the fact. So approval process is pretty straightforward. As far as when you need to use it.
But where it gets confusing is knowing. Okay. When should I use a workflow rule, which I use a process builder and some of that has to do with the supported actions or what can be done from them.
You notice sending an email. We just did that with a workflow rule I can do email alerts only
But it cannot post to chatter. If you want to post the chatter, you need to do process builder for example now sending an outbound message, you can do that through a workflow rule you can
Update fields. And here's a point of distinction with workflow rules. And we saw this with cross object update was you can add a filter on the record or its parent through a workflow rule. And so we just demonstrated that you can't do cross object for some unrelated object.
And with process builder. You can update for any related record and then with flows. You can update any record. It doesn't have to even be
Related okay now few people are saying they did not receive the email God saying I did not get the email yet. I'm not sure why that is. You could check your email deliver ability
That is a good point. I didn't think about having you check
You want to make sure that your instance is set up to send email and there's a setting under email deliver ability and then
Joshua is saying, Why do all these Salesforce emails go always to my junk box on my Mac instead of inbox seems to always be the case with sending emails to myself from a Salesforce org
I'm not sure why I'd be going to your junk folder. It should want to market as safe or mark as not spam. It should go to your inbox afterwards. So I don't know why that would be the one we look for to deliver ability
Email deliver ability and there's another thing we could do, actually. So you want to make sure that your emails are working and typically
You'll want this set to all email. If not, if there's no access then regardless of what you do.
Is not going to send emails and your mileage may vary for your set to system emails only I'm I'm never sure if the workflow rule emails email alerts will go out or not. So I typically just send it to all email.
And trying to think of what else. And then another thing you can do to see now word of caution here if you do test deliver ability and I'm a lot of screens not coming up.
And I've tested this before, is before you do this you just click send. This will send up to 32 emails to your email address and what the test deliver ability does
Is it sends emails from all these different servers that belong to Salesforce to see which ones get stuck in a spam inbox, which ones you don't receive and which ones you do
If you test deliver ability and you get no emails, then you know that something's wrong with your email setup.
Or something's wrong with your Salesforce instance or perhaps sales forces email deliver ability is down at the time on a server that you're on.
And so just a word of warning though before you put your email address in there, you're going to get 32 emails and please don't put my email address in there. That's not cool. Someone's going to do it, probably. But anyway, I probably shouldn't show you guys that but oh well. But
The idea here is, it goes into this is if you happen to be behind a firewall or blocking certain IP addresses.
I just heard that you can check to make sure that you're getting
You're getting these emails. All right, so let me get off of there and then
Let me do this. We're coming up on break time. And I want to give you a chance to
Dig into process. If you want to do little hands on work during the break.
You find that example. Okay, so there's a sample process. Now it's a little bit dangerous because I'm not intro process builder at all, but
Looks like God received all 16 emails, but the one. Okay, so. Okay, so just before we get to the sample process. If you do test deliver ability and you receive emails from Salesforce, but you did not receive an email.
Then either your workflow roles not activated or your opportunity did not meet the criteria that your workflow rule was looking for and
You want to make sure that you've associated the email alert with the workflow rule.
And so just look at, or maybe create another opportunity. Look at your rule and see if you can figure out why it's not firing. It's not sending out and you could also check the the parent account to see if that update was made to see if the
upsell opportunity Nicholas was set to yes if you see that
Happen, but not the email alert than you know that the workflow rule aspiring but the email alert is not. There's a lot of different reasons that might be. It's hard to troubleshoot live
And but that'll give you something to do during the break as well God
But I want to go ahead and give you a link during so they can work through this during the break if you want, or start looking at it at least and reading through so you understand what we're getting ourselves into
here momentarily. I'm gonna put this in the chat and it's a sample process and you can go into process builder and start trying to build this yourself, we're probably not going to
Probably not going to do every single thing of this but this gives you an idea of these multiple if then statements. If you notice on my screen here.
This is a help article. It's a sample process for opportunity management.
And it's firing off of the opportunity object. And there's multiple if then statements and it's evaluate and based on what criteria is met.
These immediate or scheduled actions can occur. So you can go through there and try your hand at starting to build some of that and you'll see or notice, not only can you do multiple as then statements inside of a process.
But you can do
Oh, the ads is like what else was I gonna say the actions that you can perform are much more voluminous with a process as compared to workflow rules.
There's a lot more that you can do with actions with processes versus workflow rules. So we are up against the half halfway mark. And so we're gonna take a 10 minute break.
And then on the other side we'll work through processes and we'll, we'll discuss some more about other process automation options as well. So I'll see you in 10 minutes. Okay.
Alright, welcome back. Hope we had a good break and I'll get
You two boys tries to start the next countdown timer that countdown timer has over 2 million views. I'm like, man, I need to create my own countdown timer. I probably make more money doing math and this. It's like, that's crazy.
Any you may, I should do my own MW countdown timer with some sort of real hokey theme song or something like that. He who let's get back at it and
Alright, so we were looking at a sample process. I want to talk a little bit about process builder. Then we'll dive into some of that as well.
And show my screen again. And so wanted to talk a little bit about what makes the process builder special is one supports multiple if then statements, it's important to understand these distinctions
Because it may very well come on the exam. And also, it'll serve you well and knowing which tool to use on the platform as an administrator consulting developer, etc.
Now, once again, the processes. Start at the object level and so much like was workflow rule where you select a specific object that you're wanting to work with same can be said for the process builder also now.
Some of these other nodes. You don't need to worry so much about, but it does start when either a record is created or changed or you can also call one process calls another process.
In chain these together in this will help you to control the order a sequence of events as well.
And another powerful thing you can do is processes, you can create records, more than just a task record workflow rules.
If you remember from that table a desk specify that you can create a record but TASK ONLY WITH process builder. You can create other records, more than just a task and that sample.
Process that link that I showed you, I think it takes you through creating a contract, if I remember correctly.
Now one limitation with process builders, you cannot delete records if you need to delete records. You will need to use a flow for that you cannot delete records with process builder. Now if you did start to work through the sample process.
You saw that there's a lot of different actions you can perform with the process builder, you can call apex code. So you can fire off apex from a process.
You can create a record you can send off email alerts and you'll see some overlap between workflow rules and processes in sometimes
The right answer isn't necessarily one or the other, but which would be best for example, so you can send email alerts you can launch flows from a process.
You can post to chatter, you can call another process you can perform was known as a quick actions such as closing a case, for example, we can launch quip which is a document management tool that's newer and Salesforce.
You can say in custom notifications. You can submit for approval. So that would be where you would have a process that then launches an approval process. And then you can also update records. Alright, so the sample process. Let's look at that for a moment.
And I am on the wrong screen here. So here's our sample process.
And I want to dive into a little bit of this. We're not going to go through three levels deep because we don't have enough time to do that I want to show you bring this to life a little bit
And so the first point of order is that you select the object that you're wanting to fire off of. And then your first evaluation criteria or decision node or whatever you want to
Call it this high value deal it will check to see whether the auction a stage is closed one
And if the amount is greater than a million dollars. So this is a couple of conditional things here that it will evaluate to true if the stage is set to one. And it's has an amount greater than a million dollars. So let me fire up the process builder.
And reference this a little bit. So if we go to set up.
And Josh was asking, when would we use an outbound message so outbound message is through workflow rules.
And that's when you want some sort of message to be sent to another system is so if I have Salesforce.
And certain criteria is met. I may want to send an outbound message to Oracle or to Carter or some other system.
That is then set up to digest that information and perform some action of its own as well. So it just is a way that you can through declarative tools. Send a message to another system and then
And oftentimes as well about messages you may be working with
Other departments like database administrators that they set up their in point on their system to listen for or receive those outbound messages and then they consume that and then they
perform some sort of action. So it has to do with third party integration. So let's fire up the process builder.
So process builder under process automation or you could go to the process automation home and select new and to create a new process now.
This page here goes away. Once you start creating a process. I just remembered that I've got an article on this with references. So once this goes away, you can reference it because I realized like, oh, shoot, I just lost all that. So let me see if I can find that real quick.
I should link that up as well.
To unknowingly loud I need to watch the replays a little more and see if there's some way I can more elegantly deal with my Typing sounds that may annoy you. Some people don't like the sound of
So here is a link and it's not formatted the best, but it is a link of something that I did like three years ago and it's just called process builder. Welcome page disappears and I figured a few people might search for that and be like, where did that go. So I'm going to click New to
Start the process of creating a process.
How's that for
Repetition, so we'll just call this
And I'm going to copy and paste the URL that this is based upon
Or later reference. Now, I'm not sure if that'll work URL and description. I never tried that or not and then
We want this to start
Whenever a record changes, click Save.
And so now here's our canvas with
Kind of a blank slide, if you will. The first order of business is selecting the object we want to select and you can search or select or scroll to find what you're looking for. I'm just going to search for opportunity.
And so now you can select only when the record is created or when a record is created or edited. I'm going to do record is created or edited.
And and that's what it actually says in the sample process not not read through all this. And so I may get a few things off from the sample is something that you can always go in and fix later if you need to. I'm going to click say
And so now we've got our object selected and then four criteria we're gonna call this high value deal one for the criteria name, and that's what appears in the actual diamond.
And then when the conditions or are met, or formula evaluates to true. One thing.
Is you can actually cause things to fire, even without any sort of evaluation criteria, which is kind of nice. If you always want something to happen regardless
And before this Advent of this technology. I used to do workflow rules with some sort of criteria that was so obtuse.
It was a given that would always be met in. So this is the same equivalent is this I know criteria just execute the actions.
But I want to do. If these conditions are met, or you could do a formula as well. And my criteria is that stage is one and that the amount is greater than a million dollars so
Let's do stage.
So we're choosing that field equals
Closed one we want to add a row
Attention to are the actions that you can do if you select to add action here is where there's a much longer list than the four actions you can do with a workflow rule, which was an email alert field update a task or an outbound message here. You can do a lot more
See, so we're wanting to are just looking at what it was saying to do here so you can create a contract. So you could create a record for example.
And saying to create a draft contract record that's associated with the opportunities account.
And this is
So for the so what I'm trying to attempt to do here live. This is always fun is to create a contract that's associated with the
hangar can ID.
Have this feeling I'm doing this wrong. We're just trying to plow through this
I probably should do a video on this. Actually, one of these days because it is a good example of three levels deep evaluation criteria. So then, a status is draft status.
And if I've gotten this wrong. I apologize. I know I'm moving very quickly. There's a lot of other actions here it's saying to create a draft contract record that's associated with the opportunities account.
congratulate the auction owner for closing and winning the opportunity by posting to the cells chatter group.
So you add action post chatter
So see, that would be the
Opera. Oh you posting to the cells chatter group. So the thing here is and just kind of summarize some of this in a nutshell. For this example is a good example.
Of multiple actions you can take based on certain criteria and what they're specifying as you can post to chatter group. I don't think I've got anything in the way of chatter groups, though, so I'm just going to say
I'm going to post
To a user from this record and find a user
I'm just going to select
Everything owner is I'm going to post to their, their own user page.
Need to merge fields.
Going to get deep in the weeds here. Let me say this. So this is just the very beginning points. I'm sure a mess, some stuff up here.
Just in my haste. But what you can do once you've created a process is you can activate it, much like your activate a workflow role.
And then once you have an active workflow rule here or you could test it to see if things work or not. And then as well.
You can deactivate or you can clone do version as well. I'm going to clone. This and this whole idea of version is you can do a version of the current process.
This sort of give you a version two of this process and you could then actively edit that or you can create an entirely new process that has a different name to it.
So oftentimes you will clone do a new version and they take you 30 or 40 or 50 versions of something, if it's really complex
In order to get it just right. And then once everything's working, you can then deploy that to production instance
Typically when you're building processes or workflow rules or flows or apex of any kind, you'll be doing this in a sandbox environment.
And then pushing that out to production. So let me go ahead and save a new version of this. And then if you select View All processes.
You can click the down arrow here to see the version history of this in which one is active or which ones inactive.
So we have our active version that's humming along behind the scenes in our org capturing those opportunities that are over a million dollars and are closed and one
But then what we can do with our inactive cloned version is we could go into that and make further edits and add additional actions, you cannot edit.
An active process. You've got to edit an inactive one. So that's why you would want to clone and version this as well. Alright so that is a sample process and let's talk about
A one object per process or trigger paradigm. Okay. Now this is something that is considered best practice. Now it was born out of developer developer circles inside of Salesforce and is now coming into fruition with processes in the process builder as well and
And Cameron has a question. How do you move a process from Sandbox to production I demo that in my platform at builder course which is in my quarter MEDIA PLUS as well so you can check that out.
If you're curious about the deployment from Sandbox to production, you don't have access to sand boxes or change sets in a free developer account. And so I recorded all that when I was working on.
A project where I had access to all that it was very careful to make everything anonymous and not reveal any trade secrets or anything like that. So check that out just search for change set
Or sandbox and my queer MEDIA Plus, you can find some example videos there ok now.
They can get very confusing to figure out what process or workflow rule or trigger is causing an update on records that belong to an object and so
Salesforce. Many years ago, developers started realizing that they needed to have just one trigger per object and then you would use water known as helper classes to kind of divvy up
The specific functionality. So you'd have one trigger object and then you would call these different classes, depending on
What you need to happen and that would control the order of events on the platform.
If you have multiple triggers, then sometimes like nine times out of 10 one may fire than another, but that test time. The other one fires first, followed by the secondary one that you intended to be
The first one, and it just can throw things off cause errors and controlling the order or sequence of events on the platform is highly important and hard to troubleshoot
And so that paradigm has made its way into the process builder world as well. And there is a help article that I want to share with you as well put this in the chat and I'll see if I can pull that up as well or show you and it's
I think I've got it here. One of these
Maybe not. Yes, best practices for designing processes.
And here it is in the chat and Wayne is asking, so this would be a one process project ruler one object per trigger rule. So the idea here.
I think they also the end goal is for each object to have one automation tool. I think it's a little unrealistic.
But the example, they have is. If an object has one process when apex trigger and three workflow rules. You can't reliably predict the results of a record change, which is very true, because depending on the order of those fire. It could have any myriad of possibilities.
And is saying to have only one record change process per object. So each time a record is created or updated.
Have all those combined into a process. Now I've not seen or successfully have everything truly in a process and do away with Apex triggers in classes. I think that's a bit
Unrealistic but I have seen awards retire multiple workflow rules and have everything in one just massive process.
And I take you through the process of creating I think it's three workflow rules and subsequent actions in my admin lining course. And then I take you through the process of retiring. Those in favor of one large process. I wanted to give you some of the behind the scenes.
I guess some best practices and help article, as well as to the thinking behind that. And the idea would be to help with troubleshooting and help with maintenance. The more you can happen a process.
And I have worked in orders that have worked on trying to retire. Some things that were created before the process builder came into fruition.
There are things that could only be done with Apex triggers for example, so you can
See, whenever you inherit an old an older organization. You can see if there's multiple workflow rules that can be retired in favor of a single process and then as well. If there's any apex triggers.
And what those are intended to do, and how it's supposed to function. You can have those also in the process and retired those also
And the more that you can get into a single process project, the better so that you're not what you don't want to see are multiple workflow rules and or multiple process builders on the same object because it will cause some potential conflicts and unintended consequences. Okay.
Lot of ground to cover. Alright so approval processes. We're going to be brief on this.
But approval processes. As I mentioned earlier,
Have to do with with whenever record needs to be approved and you can, I think, a few things to keep in mind and to become familiar with is that approval processes do fire at the object level as well. And so, for example, we can select opportunity.
And you can create approval processes and
There's a seven step checklist on the page here as far as what you need to do before you create your first approval process and that would be read the help topic.
Of view the checklist, create a custom hierarchical relationship create email templates. If you remember when we did workflow rule, we would have been nice to have an email template to choose that was relevant to our large opportunity.
Much the same with approval processes. You will need a lot of email templates for an approval process.
Because typically, if someone submits something for approval. You want them to receive an email. Thank you very much for your submission, we will let you know if it's been approved or rejected.
You will need email templates set up for approval. So if they're alerted and it makes sense and a link to the record that you need to approve, for example, and so emails that go out to the improvers
And then you also need emails that go out whenever something is either approved or rejected. And so I do encourage you to look through this list of seven here. The final step is to activate the approval process, which is always important as well. Much like
With workflow rules and Josh was saying, how will approval processes be tested in the exam. And so typically you'll have a scenario, if it is an approval process.
It will be a scenario to where you have requirements that you have a record that requires someone else to approve it. They may find some other way to work that rather than saying approved because that's kind of a dead giveaway that so that approval process.
But they may just come right out and say it needs to be approved or needs to be locked down until a group of users can sign off on it or something like that. Another thing with an approval process is you can specify
In the approval process, whether it's requires unanimous approval or just one approve or says yes. Then it's approved.
Those sorts of things. And then another thing to note and I talked about this in the in the assignments, the coursework, but I want to
Share this link with you to really highlight this while I have you here live with me or on replay. Thank you very much. The process. Visualize her
Is a tool that has been retired by Salesforce. Now I'm bringing up because process visualize or may come up on the exam. It takes a few release cycles for older functionality to
The wrong thing. That's the sample. Alright, so let me find the process visualize it real quick so
This was really an unfair question. I thought on the admin exam because it was a tool that gives a graphical representation of how approval processes work. And here's the process, let me type of process. Visualize her
It's unfair because
There's no way to know what it's called. And
But it's referred to on the exam like you know what they're talking about. It's a visual representation of an approval process. You could export from it. You could prep from it.
they've killed it off, but it may be on the exam. So that may be your process your approval process question may have to do with the process visualize or even though, as you can see, this was created in April.
I am currently targeted for June 2019 well the reason they killed it off, is because it relied on adobe flash player. And that's one of the reasons why they killed off field cloud flow designer, it was, it was built on adobe flash player as well.
Maria's asking where do I find a copy of the weekly class chat that's in the individualized tabs and the curriculum spreadsheet. If you look at the bottom of the crypto spreadsheet week one week two, week three, we've got the chat there for those okay alright so
That knowledge article approval process. The process visualize or being retired share that link with you in the chat. Now flows, not on the admin exam.
You can go to the App Exchange and just search for solutions by type and select flows. It gives you a lot of templates that you can work from as far as starting with
A flow in these are best practices from experts in the field and partner companies, they have created not full blown applications but flows that you can access on the App Exchange, and we'll show you how you can get to those as well. So if you go to set up.
And I'll share this link as well in the chat. These are flow templates on the App Exchange.
And then Wayne is asking, how long will the replays be available on zoom. Those will be indefinitely as well. I
previously used a different platform webinar jam on come back to zoom and using it for this class.
So I have no and I've got plenty of cloud storage on my zoom account. So I'm anticipating those being up
replays being up in the Facebook group and on zoom for several months. I don't know how long. At some point, I'll hit a lemon. I'll start having to call those away.
I do. Back everything up. So if you ever need a replay and it's gone from Facebook. If I were to archive it a year from now or gone from zoom. For example, just reach out to me. I'll make those available to you now.
Where was I
Flow templates. Okay. So App Exchange and I put that in the chat. So in App Exchange inside of the interface, you can get to App Exchange, or you can just go to App Exchange calm and
You can search for flows or I think there's a section in the interface. It's kind of condensed down. And so you can always go to the website by just going to App Exchange website link on the bottom left of that pop up.
This brings you to the full blown App Exchange com experience and then solutions by type
Flow solutions. So not on the admin exam, but if you're wanting to learn flows, a good place to start is to install some flows that have been built by partner companies.
A few that are handy dandy to look at would be the profile wizard by seven summits, or the question their form by seven summits as well.
And this will give you some really robust flows that you can look at and work through and give you some examples of some auto launch flows or some screen flows and it's more
To get you familiar with what is possible with flows, but you don't need to be a flow expert on the admin exam. Okay.
And then as well.
There's login flows. Let me pull up the slide deck. So login flows are flows that can be launched upon login, either for yourself or for other users. Some of the use cases for that would
Enable two factor authentication. That's what two FA stands for. And once again, this is not on the exam, but if you have a use case where you're called upon to build something like this.
Just know that login flows exist. It is a type of low, you can create flows, so that users can accept Terms of Service. This is something that I've had to build
In the past where when someone logs in the first time in Salesforce. You want them to accept the terms.
Of proper usage of chatter, for example, to say, okay, we're not going to discriminate. We're not going to get political on chatter. We're not gonna use profanity.
Sorry, not in this workplace. So here's where you check to make sure that you accept the terms of service for chatter and then that flow and then record when that user accepted those terms of service and do a time date stamp on their record beyond the scope of the exam as well. Okay.
So login flow examples.
Let me. Well, those are just available from that page is the there'll be in the slide deck. And so that's
I'll just leave it to the slide deck for that.
And then apex triggers and classes well beyond the scope of the admin exam will be on the scope of the advanced admin well beyond the scope of process or platform app builder, even you don't get into APEX triggers in classes until you get into the dev one certification.
Maria, you're looking at somehow okay so
Maria, I think you're looking at the spreadsheet for the spring daytime class which is tomorrow so
We've got curriculum spreadsheet for the Tuesday evening class. We're in Week eight and so
I'll follow up with you after the class and send you the curriculum spreadsheet for this particular class and you may be one of the ones that's in both have a few of my students that are taking both classes at the same time.
So, or I may send you the wrong link Maria may have emailed out the wrong link there. So you should be seeing the curriculum spreadsheet with
All the content. The eight weeks of the chat and everything. So the apex triggers goes well beyond the scope of the admin exam.
It's just important for you to understand that triggers and classes do exist. So if they do come up as a need that's well beyond the scope of what an admin does that's more what a developer does. Okay.
And let's talk assignments for this week. So I do recommend and complete the workflow process automation section and course for
That has an estimated runtime of two hours and 17 minutes and then for the trailhead modules.
Work through the workflow rule migration trailhead module estimate completion time of one hour 35 minutes
And then as well. The lightning flow trailhead module has estimated completion time of two hours and five minutes. All right.
If you have any questions you can always reach out to me at support at cloud career coach.com
And you can always as well. Reach out in the Facebook group. And so we will be finishing things up next week week nine and we'll be talking about practice tests and just, oh, by the way.
I did. Okay, so I did send out an email. The one thing I'm not able to recreate on my own platform, our practice tests and I it's very painful on you to me to create coupon codes for practice tests or for any of my courses.
And a lot of my courses are no longer on you to me and I'm just doing more and more on my own platform. But one thing that is available.
Are my practice test. I do have a coupon code. I put in the chat. And so we'll be talking more about practice test next week.
But since I have a coupon code that actually works for the next five days. I WANTED TO MAKE SURE YOU HAD IT SO USE PROMO CODE February 20 and that will expire. I think
Five days from now, sometime in the morning. It's weird and bizarre. So anyway, I wanted to make sure you have that as well. So
And then beyond that, I just, I'll put these in here again in the chat. Be sure to check out the reporting snapshot demo and historical trend reporting demo. Those are a few new videos.
On my Twitter MEDIA PLUS that cover things in more depth around analytics and reports and that has to do with trend reporting. We talked about that early tonight.
I wanted to run that out as well and remind you of that. And with that, we'll see you next week for Week nine, same time, same place until then I'll see you in the cloud. Thanks.