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

  • 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...

  • Process Automation Settings

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

    Modify Process Automation Settings -