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Testing Workflow Rules and Email Alerts

Salesforce Bootcamp Part 7 - Application Automation Pack • 9m 14s

Up Next in Salesforce Bootcamp Part 7 - Application Automation Pack

  • 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...

  • Creating Time-Based Workflow Actions

    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....

  • Monitoring the Time-Based Workflow Queue

    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.