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Automation Options in Salesforce

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Bootcamp Part 7 - Application Automation Pack Introduction

Salesforce Bootcamp Part 7 - Application Automation Pack • 1m 33s

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  • Automation Options in Salesforce

    In this lesson, we go through different automation options in Salesforce.

    Workflow Rules

    Approval Processes

    Process Builder


    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...

  • 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...