Watch this video and more on Mike Wheeler Media +

Watch this video and more on Mike Wheeler Media +

Up Next in Salesforce Certified Administrator - Lightning Experience - Part 4

  • Working With and Closing Tasks

    In this short lesson, I demonstrate how to mark a task as complete after receiving an alert for it. This is a task that was created via a workflow rule and action for a new task.

  • Creating Email Templates

    When you want to send emails via a workflow rule and an email alert, you will need an email template. You can use merge fields on email templates to dynamically pull in data from Salesforce into your email message.

  • Creating Email Alerts

    Now that we have created an email template, we are now going to create an email alert to associate it with.