Watch this video and more on Mike Wheeler Media +

Watch this video and more on Mike Wheeler Media +

Workflow / Process Automation Introduction

Salesforce Certified Administrator - Lightning Experience - Part 4 • 1m 5s

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

  • Creating Workflow Rules

    You can create workflow rules to perform either immediate or time-based actions. In this lesson, we create a workflow rule and criteria. We will next create actions to associate with this workflow rule.

  • Creating Immediate Workflow Actions

    There are four primary workflow actions that can be performed from a workflow rule - Field Update, New Task, Email Alert and Outbound Message. In this lesson, we create an immediate workflow action.

  • Creating Time-Based Workflow Actions

    In addition to immediate workflow actions, which we just covered, you can also create workflow actions that fire in the future. You will need to create a Time Trigger in your Workflow Rule as well. Time-based workflow actions are the same options as those for immediate - New Task, Field Update, O...