Watch this video and more on Mike Wheeler Media +

Watch this video and more on Mike Wheeler Media +

Creating Time-Based Workflow Actions

Salesforce Certified Administrator - Lightning Experience - Part 4 • 3m 17s

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

  • Process Automation Settings

    In this lesson, we visit the Process Automation Settings because it is there that we set the Default Workflow User.

    Resource:
    Modify Process Automation Settings - https://help.salesforce.com/articleView?id=wf_approval_settings.htm&type=5

  • Time-Based Workflow Queue

    The Time-Based Workflow Queue displays any time-based actions that are set to fire in the future.

  • 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.