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 recipient directly to the Contract record that triggered the email alert.
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...
We have been previously created immediate workflow actions. It’s now time for us to pivot into time-based workflow actions. These are actions that do not happen immediately, but are instead scheduled for a future date and time to fire.
We create a time-based workflow action to create a new task....
In this lesson, we are introduced to the Time-Based Workflow Queue. We discuss how to filter the displayed items in the Time-Based Workflow Queue.
Next, we test out what happens with a scheduled action when the criteria that placed it into the Time-Based Workflow Queue is no longer met.
