Watch this video and more on Mike Wheeler Media +

Watch this video and more on Mike Wheeler Media +

Automation Options in Salesforce

Salesforce Bootcamp Part 7 - Application Automation Pack • 7m 39s

Up Next in Salesforce Bootcamp Part 7 - Application Automation Pack

  • Creating Email Alerts and Templates

    In this lesson, we create an email template that we will use in our workflow rule and associated email alert.

    Workflow Rules are created via these steps:

    Select the Object

    Criteria - Evaluation Criteria - Created, Created and every time it is edited, or Created and any time it’s edited to subs...

  • Testing Workflow Rules and Email Alerts

    In this lesson, we discuss how to test workflow rules and email alerts. We address setting deliverability in an org. We also discuss the email log as another way to test if your workflow rules and email alerts are working.

    We then update our email template to include a clickable link to take the...

  • Creating Formula Field Dynamic Links

    We previously created an email template and discussed the need to make the link in the email template dynamic – i.e. not hardcoded to a specific instance of Salesforce. This is because the URL link in the email template will potentially break if we are working in a sandbox environment or if our U...