In this lesson, we go through different automation options in Salesforce.
Workflow Rules
Approval Processes
Process Builder
Flows
Apex Triggers
We also look at the Which Automation Tool Do I Use resource.
We then create Record Types on the Contract object to correspond to the Contract Page Layouts and assign the page layouts.
The Record Types we create for the Contract object are:
B2B Widget
Call Center Business
Property Management
Employment Contract
Resource:
Which Automation Tool Do I Use? - https://help.salesforce.com/articleView?id=process_which_tool.htm&type=0
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...
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...
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...
